MONUMENTAL FINANCIAL GROUP INC. FDIS holdings history
FIDELITY MSCI CONS DISCR IND · CUSIP 316092204 · CIK 1861798
As of 2024-09-30, MONUMENTAL FINANCIAL GROUP INC. reported 245.27K FDIS (shares), valued at $21.69M, or 8.05% of its reported non-derivative portfolio. Filed 2024-10-21.
Verify history & sources →Shares increased 13.17%; reported value increased 23.55%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | No filing this quarter |
| Q1 2026 | Not reported | Not reported | No filing this quarter |
| Q4 2025 | Not reported | Not reported | No filing this quarter |
| Q3 2025 | Not reported | Not reported | No filing this quarter |
| Q2 2025 | Not reported | Not reported | No filing this quarter |
| Q1 2025 | Not reported | Not reported | No filing this quarter |
| Q4 2024 | Not reported | Not reported | No filing this quarter |
| Q3 2024 | 8.05% | 245,274 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 7.66% | 216,734 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 8.06% | 183,655 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 7.87% | 167,212 | SEC filing ↗Filed Feb 5, 2024 |
| Q3 2023 | 4.62% | 99,428 | SEC filing ↗Filed Oct 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.62% | 99,428 | $6.95M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 13, 2023 |
| Q4 2023 | 7.87% | 167,212 | $13.20M | Shares increased 68.17%; reported value increased 90.03%, and weight changed +3.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 8.06% | 183,655 | $15.15M | Shares increased 9.83%; reported value increased 14.76%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 7.66% | 216,734 | $17.56M | Shares increased 18.01%; reported value increased 15.91%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 8.05% | 245,274 | $21.69M | Shares increased 13.17%; reported value increased 23.55%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
Take these holdings further.
This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.