Harel Insurance Investments & Financial Services Ltd. FCOM — FIDELITY COVINGTON TRUST

Ownership history in Harel Insurance Investments & Financial Services Ltd.  ·  6 quarters on record

AI Ownership Summary

Harel Insurance Investments & Financial Services Ltd. reported FIDELITY COVINGTON TRUST (FCOM) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 1.9% in 2025 Q4. The latest visible filing shows FCOM at 1.20% 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 FCOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Harel Insurance Investments & Financial Services Ltd.'s position in FIDELITY COVINGTON TRUST, 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
2026 Q2

FCOM was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.9% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

FCOM stock page Harel Insurance Investments & Financial Services Ltd. fund profile Harel Insurance Investments & Financial Services Ltd. full holdings
How Harel Insurance Investments & Financial Services Ltd. held FCOM — position size vs. price
% of Fund (quarterly)    FCOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 3,557,848 +412,109 +13.1% 1.20% $247K 2026-07-29 $69.56
2026 Q1 ADDED — — — 3,145,739 +155,067 +5.2% 1.45% $214K 2026-05-05 $73.42
2025 Q4 ADDED — — — 2,990,672 +284,563 +10.5% 1.90% $219K 2026-02-03 $73.61
2025 Q3 ADDED — — — 2,706,109 +221,829 +8.9% 1.73% $192K 2025-10-29 $71.47
2025 Q2 ADDED — — — 2,484,280 +459,088 +22.7% 1.84% $161K 2025-08-05 $65.24
2025 Q1 INITIATED — — — 2,025,192 — — 1.49% $114K 2025-04-29 $54.99

🏢 Other funds also holding FCOM

As of 2026 Q2 — sorted by position size

REDSTONE WEALTH MANAGEMENT, LLC 7.56% Vertex Investment Solutions Co., Ltd. 4.23% Independence Financial Advisors, LLC 3.34% Yoder Wealth Management, Inc. 3Y 3.2% SOUTHERN CAPITAL ADVISORS, LLC 3Y 2.08% Crumly & Associates Inc. 3Y 1.87% Fischer Financial Services, Inc. 1.85% Maltin Wealth Management, Inc. 3Y 1.2% KDK Private Wealth Management, LLC 1.09% Jacobs Equity LLC 1.01%

FAQ About Harel Insurance Investments & Financial Services Ltd. and FCOM

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

How long has Harel Insurance Investments & Financial Services Ltd. reported owning FCOM?

Harel Insurance Investments & Financial Services Ltd. reported FCOM across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported FCOM position in Harel Insurance Investments & Financial Services Ltd.'s portfolio?

The largest reported portfolio weight for FCOM was 1.90% in 2025 Q4.

What is the latest reported FCOM position on this page?

The most recent filing on this page is 2026 Q2, when Harel Insurance Investments & Financial Services Ltd. reported 3,557,848 shares, equal to 1.20% of portfolio, with an estimated market value of $247K.

What does the chart on this FCOM ownership page compare?

The chart compares Harel Insurance Investments & Financial Services Ltd.'s quarterly FCOM 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 Harel Insurance Investments & Financial Services Ltd. time their FCOM position?

Based on 13F filing dates vs. subsequent FCOM price moves, Harel Insurance Investments & Financial Services Ltd. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on FCOM relative to SPY over the holding period was +521.6%.

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