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Fidelity fund shares owned by Focus Financial Network

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Focus Financial Network from 13F filings

Historical chart of Focus Financial Network investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Focus Financial Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Focus Financial Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $297k 8.5k 34.81

More positions owned by Focus Financial Network

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Proshares Tr Pshs Ultra Qqq (QLD)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Focus Financial Network

Top funds holding Fidelity fund

FMR
Commonwealth Equity Services
LPL Financial
Summit Wealth Group Llc / Co
Kestra Advisory Services
Inspire Advisors
Cetera Investment Advisers
Roan Capital Partners
Braeburn Wealth Management
Advisor Group Holdings
Jane Street
Envestnet Asset Management
Cadent Capital Advisors
Great Valley Advisor Group
OmniStar Financial Group

View all funds holding Fidelity fund