Grant/GrossMendelsohn, LLC FBND — FIDELITY MERRIMACK STR TR

Ownership history in Grant/GrossMendelsohn, LLC  ·  4 quarters on record

AI Ownership Summary

Grant/GrossMendelsohn, LLC reported FIDELITY MERRIMACK STR TR (FBND) in 4 quarterly 13F filings from 2024 Q1 through 2024 Q4. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows FBND at 0.04% 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 Grant/GrossMendelsohn, 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
2024 Q4

FBND was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2024 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.

FBND stock page Grant/GrossMendelsohn, LLC fund profile Grant/GrossMendelsohn, LLC full holdings
How Grant/GrossMendelsohn, LLC held FBND — position size vs. price
% of Fund (quarterly)    FBND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED — — — 24,445 -100 -0.4% 0.04% $68K 2025-01-15 $42.00
2024 Q3 REDUCED 25.2% -2.7% ✅ 24,545 -8,273 -25.2% 0.03% $74K 2024-10-15 $42.81
2024 Q2 ADDED — — — 32,818 +252 +0.8% 0.04% $81K 2024-07-22 $41.61
2024 Q1 INITIATED — — — 32,566 — — 0.04% $80K 2024-04-25 $39.90

🏢 Other funds also holding FBND

As of 2026 Q1 — sorted by position size

Sherrill & Hutchins Financial Advisory, Inc 24.4% Targeted Financial Services LLC 19.96% Henderson Brothers Financial Partners, LLC 18.56% BG Investment Services, LLC 3Y 17.76% Investment Advisory Services Group LLC 17.66% Presper Financial Architects, LLC 16.67% Goodwin Investment Advisory 3Y 15.47% SARD WEALTH MANAGEMENT GROUP, LLC 14.37% POWER WEALTH MANAGEMENT LLC 14.1% S Harris Financial Group, LLC 13.04%

FAQ About Grant/GrossMendelsohn, 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 Grant/GrossMendelsohn, LLC reported owning FBND?

Grant/GrossMendelsohn, LLC reported FBND across 4 quarterly 13F filings, from 2024 Q1 through 2024 Q4.

What was the largest reported FBND position in Grant/GrossMendelsohn, LLC's portfolio?

The largest reported portfolio weight for FBND was 0.04% in 2024 Q1.

What is the latest reported FBND position on this page?

The most recent filing on this page is 2024 Q4, when Grant/GrossMendelsohn, LLC reported 24,445 shares, equal to 0.04% of portfolio, with an estimated market value of $68K.

What does the chart on this FBND ownership page compare?

The chart compares Grant/GrossMendelsohn, 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.

How well did Grant/GrossMendelsohn, LLC time their FBND position?

Based on 13F filing dates vs. subsequent FBND price moves, Grant/GrossMendelsohn, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on FBND relative to SPY over the holding period was -15.4%.

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