Patriot Financial Group Insurance Agency 13F: Adds $1.3M to ONEQ Stake

Patriot Financial Group Insurance Agency grew its investment in the Fidelity Nasdaq Composite Index ETF (NasdaqGM: ONEQ) during the reporting period, according to a Form 13F filed with the U.S. Securities and Exchange Commission on October 14, 2026. Institutional 13F reports look backward at portfolio choices from the end of the reported quarter and might not reflect the firm's current trading activity today.

What Changed in Patriot Financial Group's Fidelity Nasdaq Composite Index ETF Position

Patriot Financial Group added 11,863 shares to its portfolio, representing a 38.1% increase from its previous holdings of 31,109 shares. The purchase brought the firm's total share count to 42,972. The reported value of the holding stood at $4,548,130 at the time of the filing. This adjustment is part of a broader series of portfolio updates from the firm in mid-October.

Fidelity Nasdaq Composite Index ETF Stock Down 2.1%

The fund recently traded around $103.02 as of October 16, 2026. The shares sit about 5.0% above their 200-day moving average of $98.07 and 1.8% below their 50-day moving average of $104.96. Over the past year, the exchange-traded fund has traded between a low of $81.45 and a high of $109.24. The fund carries a price-to-earnings (P/E) ratio of 25.77 and offers a dividend yield of 0.48%.

Dividend

The Fidelity Nasdaq Composite Index ETF provides a dividend yield of 0.48% based on its recent pricing and distribution profile, returning a modest income component to investors holding the basket of Nasdaq-listed equities.

About Fidelity Nasdaq Composite Index ETF

The fund normally invests at least 80% of its assets in common stocks included in the Nasdaq Composite Index. The advisor uses statistical sampling techniques that take into account factors such as company size, industry sector weights, dividend yields, and price-to-earnings ratios to construct a portfolio that mirrors the broader index profile. For institutional investors like Patriot Financial Group, the fund serves as a broad equity exposure tool.

Bottom Line

Institutional filings like this one offer a look at what professional money managers were doing during past quarters, though they do not capture day-to-day trades made since the filing period closed. Observers tracking Patriot Financial Group will want to watch subsequent SEC disclosures to see how the firm adjusts its equity basket going forward. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.