UBS Group
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UBS Group’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

UBS Group’s Portfolio FFLC Stock Details FFLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,908
Closed -$97.9K – 11139
2026
Q1 		$97.9K Buy
+1,908
New +$102K ﹤0.01% 7006
2025
Q2 		– Sell
-5,168
Closed -$225K – 10934
2025
Q1 		$225K Buy
5,168
+3,456
+202% +$159K ﹤0.01% 6472
2024
Q4 		$78.6K Buy
+1,712
New +$79.9K ﹤0.01% 7025
2024
Q2 		– Sell
-149
Closed -$6.22K – 10215
2024
Q1 		$6.22K Sell
149
-456
-75% -$17.7K ﹤0.01% 7477
2023
Q4 		$21.9K Buy
+605
New +$20.5K ﹤0.01% 7054
2023
Q3 		– Sell
-1,335
Closed -$44.7K – 10049
2023
Q2 		$44.7K Buy
1,335
+94
+8% +$2.96K ﹤0.01% 6538
2023
Q1 		$38.2K Sell
1,241
-1,270
-51% -$38.5K ﹤0.01% 6630
2022
Q4 		$73.1K Buy
+2,511
New +$72.6K ﹤0.01% 6397
2022
Q3 		– Sell
-453
Closed -$12K – 11028
2022
Q2 		$12K Sell
453
-4
-0.9% -$116 ﹤0.01% 7689
2022
Q1 		$14K Sell
457
-1,464
-76% -$43.7K ﹤0.01% 7968
2021
Q4 		$57K Buy
+1,921
New +$56.7K ﹤0.01% 6783
2021
Q3 		– Sell
-569
Closed -$17K – 10166
2021
Q2 		$17K Buy
+569
New +$16.5K ﹤0.01% 7528
2020
Q4 		– Sell
-1,304
Closed -$27K – 8832
2020
Q3 		$27K Buy
+1,304
New +$26.8K ﹤0.01% 6081

Other funds holding FFLC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

UBS Group's FFLC Position: Q2 2026 in Review

UBS Group sold out of Fidelity Fundamental Large Cap Core ETF (FFLC) in Q2 2026, closing a stake of 1,908 shares — an estimated $97.9K sold.

UBS Group first reported a position in FFLC in Q3 2020 and held it in 13 quarters. The position peaked at $225K in Q1 2025. 116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

  • UBS Group reported no remaining Fidelity Fundamental Large Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 1,908 Fidelity Fundamental Large Cap Core ETF shares in Q2 2026, an estimated $97.9K.
  • UBS Group first reported a position in Fidelity Fundamental Large Cap Core ETF in Q3 2020 and held it in 13 quarters.
  • UBS Group's Fidelity Fundamental Large Cap Core ETF position peaked at $225K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.