Truist Financial
FHEQ icon

Truist Financial’s Fidelity Hedged Equity ETF FHEQ Stock Holding History

Truist Financial’s Portfolio FHEQ Stock Details FHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.36M Sell
223,537
-18,131
-8% -$585K 0.01% 747
2026
Q1 		$7.11M Sell
241,668
-31,093
-11% -$952K 0.01% 718
2025
Q4 		$8.43M Buy
272,761
+1,942
+0.7% +$59.9K 0.01% 655
2025
Q3 		$8.32M Buy
+270,819
New +$8.02M 0.01% 678

Other funds holding FHEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial's FHEQ Position: Q2 2026 in Review

Truist Financial reduced its Fidelity Hedged Equity ETF (FHEQ) stake by 7.5% in Q2 2026, selling an estimated $585K and leaving 223,537 shares worth $7.36M. The position accounts for 0.01% of the portfolio, ranked #747.

Truist Financial first reported a position in FHEQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.43M in Q4 2025. 60 funds tracked by Wall St. Rank hold FHEQ as of Q2 2026.

  • Truist Financial held 223,537 shares of Fidelity Hedged Equity ETF worth $7.36M as of Q2 2026.
  • Truist Financial sold 18,131 Fidelity Hedged Equity ETF shares in Q2 2026, an estimated $585K.
  • Fidelity Hedged Equity ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #747 holding.
  • Truist Financial first reported a position in Fidelity Hedged Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Truist Financial's Fidelity Hedged Equity ETF position peaked at $8.43M in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Fidelity Hedged Equity ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.