FBND β€” FIDELITY MERRIMACK STR TR

Ownership history in Crane Advisory, LLC  Β·  6 quarters on record

AI Ownership Summary

Crane Advisory, LLC reported FIDELITY MERRIMACK STR TR (FBND) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 9.11% in 2024 Q3. The latest visible filing shows FBND at 7.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crane Advisory, LLC's position in FIDELITY MERRIMACK STR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FBND was reported at 7.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.11% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crane Advisory, LLC held FBND β€” position size vs. price
% of Fund (quarterly)    FBND price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,009,529 +479,519 +90.5% 7.04% $46.6M 2026-02-14 (Est.) $46.41
2025 Q3 ADDED 530,010 +9,177 +1.8% 3.85% $24.5M 2025-10-15 $45.66
2025 Q2 REDUCED 520,833 -17,394 -3.2% 3.92% $23.7M 2025-07-17 $43.97
2025 Q1 REDUCED 538,227 -511,852 -48.7% 4.35% $24.0M 2025-04-17 $43.19
2024 Q4 REDUCED 1,050,079 -40,029 -3.7% 8.26% $47.1M 2025-01-14 $42.10
2024 Q3 INITIATED 1,090,108 β€” β€” 9.11% $50.4M 2024-10-15 $43.30

FAQ About Crane Advisory, LLC and FBND

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crane Advisory, LLC reported owning FBND?

Crane Advisory, LLC reported FBND across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported FBND position in Crane Advisory, LLC's portfolio?

The largest reported portfolio weight for FBND was 9.11% in 2024 Q3.

What is the latest reported FBND position on this page?

The most recent filing on this page is 2025 Q4, when Crane Advisory, LLC reported 1,009,529 shares, equal to 7.04% of portfolio, with an estimated market value of $46.6M.

What does the chart on this FBND ownership page compare?

The chart compares Crane Advisory, LLC's quarterly FBND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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