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Fidelity vlu factor etf shares owned by Stifel Financial

Quarter-by-quarter ownership of Fidelity vlu factor etf (FVAL) shares owned by Stifel Financial from 13F filings

Historical chart of Stifel Financial investment in Fidelity vlu factor etf

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All positions including Fidelity vlu factor etf held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity vlu factor etf by Stifel Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 3.3k 68.87
2025-06-30 $223k 3.5k 63.87
2025-03-31 $211k 3.5k 59.59
2022-12-31 $422k 9.6k 43.85
2020-06-30 $444k 13k 33.64

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