Masso Torrence Wealth Management Inc. FBND — FIDELITY MERRIMACK STR TR

Ownership history in Masso Torrence Wealth Management Inc.  ·  12 quarters on record

AI Ownership Summary

Masso Torrence Wealth Management Inc. reported FIDELITY MERRIMACK STR TR (FBND) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.23% in 2023 Q4. The latest visible filing shows FBND at 2.68% 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 Masso Torrence Wealth Management Inc.'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 Q3

FBND was reported at 2.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.23% 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 Q3

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 Masso Torrence Wealth Management Inc. fund profile Masso Torrence Wealth Management Inc. full holdings
How Masso Torrence Wealth Management Inc. 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 139,292 +2,072 +1.5% 2.68% $6.4M 2025-11-14 (Est.) $45.34
2025 Q2 ADDED — — — 137,220 +9,199 +7.2% 2.90% $6.3M 2025-07-14 $43.84
2025 Q1 ADDED — — — 128,021 +5,549 +4.5% 3.12% $5.8M 2025-04-22 $42.87
2024 Q4 ADDED — — — 122,472 +4,250 +3.6% 2.89% $5.5M 2025-01-23 $42.39
2024 Q3 ADDED — — — 118,222 +1,024 +0.9% 2.98% $5.5M 2024-10-24 $42.71
2024 Q2 ADDED — — — 117,198 +7,112 +6.5% 2.92% $5.3M 2024-07-22 $41.92
2024 Q1 ADDED — — — 110,086 +7,450 +7.3% 2.96% $5.0M 2024-04-23 $40.46
2023 Q4 ADDED — — — 102,636 +1,909 +1.9% 3.23% $4.7M 2024-02-01 $41.61
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% SARD WEALTH MANAGEMENT GROUP, LLC 14.37% S Harris Financial Group, LLC 13.04% OLIO Financial Planning 3Y 12.87% Kastel Capital Advisors, LLC 12.32% HICKS CAPITAL MANAGEMENT LLC 11.5% Meriwether Wealth & Planning, LLC 9.89% Sunburst Financial Group, LLC 3Y 9.64% Forbes Financial Planning, Inc. 3Y 9.63%

FAQ About Masso Torrence Wealth Management Inc. and FBND

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

How long has Masso Torrence Wealth Management Inc. reported owning FBND?

Masso Torrence Wealth Management Inc. reported FBND across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FBND position in Masso Torrence Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for FBND was 3.23% in 2023 Q4.

What is the latest reported FBND position on this page?

The most recent filing on this page is 2025 Q3, when Masso Torrence Wealth Management Inc. reported 139,292 shares, equal to 2.68% of portfolio, with an estimated market value of $6.4M.

What does the chart on this FBND ownership page compare?

The chart compares Masso Torrence Wealth Management Inc.'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 Masso Torrence Wealth Management Inc. time their FBND position?

Based on 13F filing dates vs. subsequent FBND price moves, Masso Torrence Wealth Management Inc. correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on FBND relative to SPY over the holding period was -15.7%.

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