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Holdings (Monthly) Guide ↗

Select Financials Portfolio

· Fidelity Select Portfolios
Monthly Holdings $811M AUM 51 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 9 New 2 Added 51 Reduced 6 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 MASTERCARD INC 57636Q104 Feb 2026 126,700 -49,100 $62.6M -31.2% 7.99% EC
2 BANK OF AMERICA CORPORATION 060505104 Feb 2026 1,173,600 -93,600 $60.6M -4.1% 7.73% EC
3 WELLS FARGO and CO 949746101 Feb 2026 720,890 -57,600 $55.9M -11.8% 7.13% EC
4 CITIGROUP INC 172967424 Feb 2026 274,700 -35,700 $34.6M +1.1% 4.41% EC
5 REINSURANCE GROUP OF AMERICA INC 759351604 Feb 2026 163,293 -33,300 $32.8M -22.7% 4.18% EC
6 STATE STREET CORP 857477103 Feb 2026 175,000 -68,300 $27.2M -13.0% 3.48% EC
7 Fidelity Revere Street Trust 31635A303 Feb 2026 26,874,162 -44,245,522 $26.9M -62.2% 3.43% STIV
8 SCHWAB CHARLES CORP 808513105 Feb 2026 300,600 -13,700 $26.3M -12.2% 3.35% EC
9 MORGAN STANLEY 617446448 Feb 2026 103,600 -41,600 $21.5M -10.9% 2.75% EC
10 KKR and CO INC 48251W104 Feb 2026 194,500 -22,200 $18.7M -1.8% 2.38% EC
11 CHUBB LTD N/A Feb 2026 59,500 -562,100 $18.5M +127.4% 2.37% EC
12 APOLLO GLOBAL MANAGEMENT, INC 03769M106 Feb 2026 130,336 -54,300 $16.8M -13.1% 2.14% EC
13 CAPITAL ONE FINANCIAL CORP 14040H105 Feb 2026 80,246 -34,700 $15.1M -32.9% 1.92% EC
14 OLD NATIONAL BANCORP (IND) 680033107 Feb 2026 585,400 -5,100 $14.1M +3.0% 1.79% EC
15 VIRTU FINANCIAL INC 928254101 Feb 2026 278,200 -121,900 $14.0M -15.8% 1.78% EC
16 TRUIST FINANCIAL CORP 89832Q109 Feb 2026 286,800 -123,800 $13.8M -31.7% 1.76% EC
17 FIRST AMERICAN FINANCIAL CORP 31847R102 Feb 2026 202,722 -800 $13.4M -5.9% 1.71% EC
18 US BANCORP DEL 902973304 Feb 2026 240,200 -105,800 $13.2M -30.3% 1.68% EC
19 GALLAGHER (ARTHUR J.) and CO 363576109 Feb 2026 65,100 -500 $13.1M -12.5% 1.67% EC
20 M and T BANK CORP 55261F104 Feb 2026 56,037 -24,500 $12.1M -30.7% 1.55% EC
21 CORPAY INC 219948106 Feb 2026 29,200 -13,500 $10.6M -23.9% 1.35% EC
22 NASDAQ INC 631103108 Feb 2026 111,100 -57,200 $10.3M -30.3% 1.31% EC
23 ASSURANT INC 04621X108 Feb 2026 39,900 -20,100 $9.9M -27.9% 1.27% EC
24 FIRSTCASH HOLDINGS INC 33768G107 Feb 2026 45,011 -21,300 $9.9M -22.6% 1.26% EC
25 VOYA FINANCIAL INC 929089100 Feb 2026 120,100 -76,900 $9.8M -26.0% 1.24% EC
26 MOODYS CORP 615369105 Feb 2026 21,400 -10,200 $9.7M -35.7% 1.24% EC
27 SLM CORP 78442P106 Feb 2026 424,200 -32,500 $9.4M +9.6% 1.20% EC
28 LAZARD INC 52110M109 Feb 2026 192,592 -55,000 $9.1M -27.2% 1.16% EC
29 UMB FINANCIAL CORP 902788108 Feb 2026 69,058 -27,300 $9.1M -18.8% 1.16% EC
30 NORTHERN TRUST CORP 665859104 Feb 2026 54,100 -22,800 $9.0M -18.7% 1.14% EC
31 SELECTIVE INSURANCE GROUP INC 816300107 Feb 2026 99,200 -35,100 $8.6M -23.9% 1.10% EC
32 BLUE OWL CAPITAL INC 09581B103 Feb 2026 830,100 -91,700 $8.5M -12.3% 1.09% EC
33 AMERICAN FINL GROUP INC OHIO 025932104 Feb 2026 64,700 -26,800 $8.4M -31.0% 1.07% EC
34 TRANSUNION 89400J107 Feb 2026 109,100 -34,400 $7.8M -30.7% 1.00% EC
35 TRICO BANCSHARES 896095106 Feb 2026 152,100 -15,200 $7.7M -3.3% 0.99% EC
36 EASTERN BANKSHARES INC 27627N105 Feb 2026 380,500 -133,600 $7.5M -25.3% 0.96% EC
37 ASSOCIATED BANC CORP 045487105 Feb 2026 269,300 -72,800 $7.5M -17.1% 0.96% EC
38 KEYCORP 493267108 Feb 2026 351,100 -116,500 $7.5M -22.8% 0.96% EC
39 BOK FINANCIAL CORP 05561Q201 Feb 2026 56,100 -39,300 $7.2M -40.1% 0.92% EC
40 WINTRUST FINANCIAL CORP 97650W108 Feb 2026 47,500 -11,900 $7.1M -16.6% 0.91% EC
41 POPULAR INC 733174700 Feb 2026 46,800 -39,800 $7.0M -40.7% 0.89% EC
42 EAST WEST BANCORP INC 27579R104 Feb 2026 56,700 -11,900 $6.9M -7.5% 0.89% EC
43 BROWN and BROWN INC 115236101 Feb 2026 122,800 -35,900 $6.9M -39.4% 0.88% EC
44 MARKETAXESS HOLDINGS INC 57060D108 Feb 2026 48,100 -14,100 $6.3M -47.6% 0.80% EC
45 WESBANCO INC 950810101 Feb 2026 153,100 -31,400 $5.3M -17.5% 0.68% EC
46 FIRST INTERSTATE BANCSYSTEM INC 32055Y201 Feb 2026 145,321 -172,100 $5.2M -52.9% 0.66% EC
47 UNITED COMMUNITY BANK/SC 90984P303 Feb 2026 155,800 -26,900 $5.1M -12.7% 0.66% EC
48 CARLYLE GROUP INC/THE 14316J108 Feb 2026 109,800 -22,600 $5.0M -27.5% 0.64% EC
49 ZIONS BANCORPORATION NA 989701107 Feb 2026 72,800 -13,400 $4.5M -7.9% 0.58% EC
50 PERELLA WEINBERG PARTNERS 71367G102 Feb 2026 209,223 -5,300 $3.6M -9.6% 0.46% EC
51 Fidelity Revere Street Trust 31635A105 Feb 2026 250,956 -149,011 $251K -37.3% 0.03% STIV