AWM
FNCL icon

Athena Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Athena Wealth Management’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$256K Sell
3,340
-5,241
-61% -$388K 0.19% 93
2026
Q1 		$602K Buy
8,581
+1,509
+21% +$112K 0.49% 52
2025
Q4 		$550K Buy
+7,072
New +$534K 0.53% 44

Other funds holding FNCL

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Athena Wealth Management's FNCL Position: Q2 2026 in Review

Athena Wealth Management reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 61% in Q2 2026, selling an estimated $388K and leaving 3,340 shares worth $256K. The position accounts for 0.19% of the portfolio, ranked #93.

Athena Wealth Management first reported a position in FNCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $602K in Q1 2026. 61 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Athena Wealth Management held 3,340 shares of Fidelity MSCI Financials Index ETF worth $256K as of Q2 2026.
  • Athena Wealth Management sold 5,241 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $388K.
  • Fidelity MSCI Financials Index ETF made up 0.19% of Athena Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Athena Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $602K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.