Trust Investment Advisors FIGB β€” FIDELITY MERRIMACK STR TR

Ownership history in Trust Investment Advisors  Β·  2 quarters on record

AI Ownership Summary

Trust Investment Advisors reported FIDELITY MERRIMACK STR TR (FIGB) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.27% in 2026 Q1. The latest visible filing shows FIGB at 0.27% 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 FIGB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trust Investment Advisors'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
2026 Q1

FIGB was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q1

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 Trust Investment Advisors held FIGB β€” position size vs. price
% of Fund (quarterly)    FIGB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 10,800 β€” 0% 0.27% $465K 2026-04-24 $43.01
2025 Q4 INITIATED β€” β€” β€” 10,800 β€” β€” 0.25% $469K 2026-01-20 $42.57

FAQ About Trust Investment Advisors and FIGB

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

How long has Trust Investment Advisors reported owning FIGB?

Trust Investment Advisors reported FIGB across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported FIGB position in Trust Investment Advisors's portfolio?

The largest reported portfolio weight for FIGB was 0.27% in 2026 Q1.

What is the latest reported FIGB position on this page?

The most recent filing on this page is 2026 Q1, when Trust Investment Advisors reported 10,800 shares, equal to 0.27% of portfolio, with an estimated market value of $465K.

What does the chart on this FIGB ownership page compare?

The chart compares Trust Investment Advisors's quarterly FIGB 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.

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