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West Branch Capital’s Fidelity Low Duration Bond Factor ETF FLDR Stock Holding History

West Branch Capital’s Portfolio FLDR Stock Details FLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120K Buy
2,398
+21
+0.9% +$1.05K 0.03% 101
2026
Q1 		$119K Buy
2,377
+22
+0.9% +$1.11K 0.03% 99
2025
Q4 		$118K Buy
2,355
+23
+1% +$1.16K 0.03% 101
2025
Q3 		$117K Buy
2,332
+24
+1% +$1.21K 0.03% 108
2025
Q2 		$116K Buy
+2,308
New +$115K 0.03% 104

Other funds holding FLDR

AWM
Athena Wealth Management Reno, Nevada $134M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
FS
Financially Speaking Greenwood Village, Colorado $20.6M AUM 16.79% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $211M AUM 17.8% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

West Branch Capital's FLDR Position: Q2 2026 in Review

West Branch Capital increased its Fidelity Low Duration Bond Factor ETF (FLDR) stake by 0.88% in Q2 2026, buying an estimated $1.05K and bringing the position to 2,398 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #101.

West Branch Capital first reported a position in FLDR in Q2 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold FLDR as of Q2 2026.

  • West Branch Capital held 2,398 shares of Fidelity Low Duration Bond Factor ETF worth $120K as of Q2 2026.
  • West Branch Capital bought 21 Fidelity Low Duration Bond Factor ETF shares in Q2 2026, an estimated $1.05K.
  • Fidelity Low Duration Bond Factor ETF made up 0.03% of West Branch Capital's portfolio in Q2 2026, its #101 holding.
  • West Branch Capital first reported a position in Fidelity Low Duration Bond Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held Fidelity Low Duration Bond Factor ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.