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Fidelity fund shares owned by RCS Financial Planning

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

Historical chart of RCS Financial Planning investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity fund by RCS Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $715k 21k 34.81

More positions owned by RCS Financial Planning

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Short Duration F (DFSD)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Crowdstrike Hldgs Cl A (CRWD)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for RCS Financial Planning

Top funds holding Fidelity fund

FMR
Commonwealth Equity Services
LPL Financial
Northwestern Mutual Wealth Management Company
Summit Wealth Group Llc / Co
Kingsview Wealth Management
Kestra Advisory Services
Royal Bank of Canada
D.A. Davidson & Co.
Cetera Investment Advisers
OmniStar Financial Group
Jane Street
Envestnet Asset Management
Roan Capital Partners
Braeburn Wealth Management

View all funds holding Fidelity fund