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Fragasso Financial Advisors Inc: FENI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fragasso Financial Advisors Inc on FENI, newest first. How the timeline and the estimate are built.

Fragasso Financial Advisors Inc held 2,617,545 FENI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,617,545 shares
    Change vs previous 13F +40,163 shares

    5.23% of the 13F portfolio, value $103,890,356.

    13F-HR 0001613331-26-000005 filed by Fragasso Financial Advisors Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,577,382 shares
    Change vs previous 13F +76,859 shares

    5.53% of the 13F portfolio, value $103,430,327.

    13F-HR 0001613331-26-000004 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,500,523 shares
    Change vs previous 13F +33,312 shares

    5.7% of the 13F portfolio, value $94,469,774.

    13F-HR 0001613331-26-000002 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,467,211 shares
    Change vs previous 13F +44,916 shares

    5.46% of the 13F portfolio, value $90,250,589.

    13F-HR 0001613331-26-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,422,295 shares
    Change vs previous 13F +31,582 shares

    5.41% of the 13F portfolio, value $86,742,389.

    13F-HR 0001613331-25-000007 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,390,713 shares
    Change vs previous 13F +268,016 shares

    5.36% of the 13F portfolio, value $79,515,120.

    13F-HR 0001613331-25-000004 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,122,697 shares
    Change vs previous 13F +565,056 shares

    4.69% of the 13F portfolio, value $63,171,457.

    13F-HR 0001613331-25-000002 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,557,641 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $42,881,861.

    13F-HR 0001613331-25-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).