FCOR — FIDELITY

Ownership history in Sigma Planning Corp  ·  29 quarters on record

This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in FIDELITY (FCOR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.1% (2017 Q3)
Avg. % of fund
0.03%
First filed
2016 Q3
Last filed
2025 Q3
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,590 +284 +6.6% 0.01% $220K $47.11
2025 Q1 REDUCED 4,306 -1,023 -19.2% 0.01% $202K $45.08
2024 Q4 ADDED 5,329 +456 +9.4% 0.01% $247K $44.02
2024 Q3 REDUCED 4,873 -165 -3.3% 0.01% $236K $45.35
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% of Fund (quarterly)    FCOR price (monthly, adj. close)

Other funds also holding FCOR

As of 2025 Q4 — sorted by position size

ARWA LLC 0.99% Millington Financial Advisors, LLC 3Y 0.98% ISLAY CAPITAL MANAGEMENT, LLC 3Y 0.96% CAMELOT TECHNOLOGY ADVISORS, INC. 0.5% Sugar Maple Asset Management, LLC 0.39% Jaffetilchin Investment Partners, LLC 3Y 7Y 0.33% Griffith & Werner, Inc. 0.17% CALTON & ASSOCIATES, INC. 3Y 7Y 0.12% Marshall Financial Group, LLC 3Y 0.12% OneDigital Investment Advisors LLC 3Y 7Y 0.08%
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