Main Street Financial Solutions, LLC FBND FIDELITY MERRIMACK STR TR

Ownership history in Main Street Financial Solutions, LLC  ·  14 quarters on record

AI Ownership Summary

Main Street Financial Solutions, LLC reported FIDELITY MERRIMACK STR TR (FBND) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.14% in 2023 Q4. The latest visible filing shows FBND at 1.80% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FBND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Main Street Financial Solutions, 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 1.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.14% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Main Street Financial Solutions, 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 523,025 +5,710 +1.1% 1.80% $24.1M 2026-02-14 (Est.) $45.88
2025 Q3 ADDED 517,315 +25,704 +5.2% 1.53% $23.9M 2025-11-14 $44.99
2025 Q2 ADDED 491,611 +10,869 +2.3% 1.63% $22.5M 2025-08-14 $44.08
2025 Q1 ADDED 480,742 +31,580 +7.0% 1.91% $21.9M 2025-05-08 $42.91
2024 Q4 REDUCED 449,162 -9,368 -2.0% 1.99% $20.2M 2025-02-13 $42.44
2024 Q3 ADDED 458,530 +16,064 +3.6% 1.97% $21.4M 2024-11-05 $42.36
2024 Q2 ADDED 442,466 +33,550 +8.2% 1.87% $19.9M 2024-08-08 $42.21
2024 Q1 ADDED 408,916 +48,648 +13.5% 1.98% $18.5M 2024-04-23 $40.15
2023 Q4 REDUCED 360,268 -5,462 -1.5% 2.14% $16.6M 2024-02-08 $40.66
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Main Street Financial Solutions, 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 Main Street Financial Solutions, LLC reported owning FBND?

Main Street Financial Solutions, LLC reported FBND across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FBND position in Main Street Financial Solutions, LLC's portfolio?

The largest reported portfolio weight for FBND was 2.14% in 2023 Q4.

What is the latest reported FBND position on this page?

The most recent filing on this page is 2025 Q4, when Main Street Financial Solutions, LLC reported 523,025 shares, equal to 1.80% of portfolio, with an estimated market value of $24.1M.

What does the chart on this FBND ownership page compare?

The chart compares Main Street Financial Solutions, 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 Main Street Financial Solutions, LLC time their FBND position?

Based on 13F filing dates vs. subsequent FBND price moves, Main Street Financial Solutions, LLC correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on FBND relative to SPY over the holding period was +72.6%.

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