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Atlas Capital Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Atlas Capital Advisors’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 		$1.2M Hold
15,723
– – 0.13% 134
2026
Q1 		$1.1M Buy
15,723
+1,590
+11% +$118K 0.13% 131
2025
Q4 		$1.1M Buy
+14,133
New +$1.07M 0.12% 141
2025
Q2 		$1.16M Hold
15,731
– – 0.14% 127
2025
Q1 		$1.09M Hold
15,731
– – 0.14% 139
2024
Q4 		$1.08M Hold
15,731
– – 0.14% 127
2024
Q3 		$1M Sell
15,731
-80
-0.5% -$4.92K 0.15% 124
2024
Q2 		$916K Hold
15,811
– – 0.12% 140
2024
Q1 		$939K Buy
15,811
+969
+7% +$54K 0.15% 130
2023
Q4 		$795K Buy
14,842
+2,473
+20% +$120K 0.12% 145
2023
Q3 		$576K Hold
12,369
– – 0.09% 169
2023
Q2 		$582K Sell
12,369
-4,036
-25% -$183K 0.09% 178
2023
Q1 		$740K Sell
16,405
-734
-4% -$36K 0.12% 132
2022
Q4 		$822K Buy
17,139
+2,742
+19% +$131K 0.14% 124
2022
Q3 		$620K Sell
14,397
-194
-1% -$9.12K 0.11% 150
2022
Q2 		$651K Sell
14,591
-33,791
-70% -$1.65M 0.11% 155
2022
Q1 		$2.62M Sell
48,382
-12,467
-20% -$691K 0.41% 56
2021
Q4 		$3.4M Buy
60,849
+18,178
+43% +$1.03M 0.51% 45
2021
Q3 		$2.29M Buy
42,671
+22,145
+108% +$1.18M 0.37% 58
2021
Q2 		$1.07M Buy
20,526
+1,356
+7% +$71K 0.18% 110
2021
Q1 		$938K Buy
19,170
+3,228
+20% +$149K 0.18% 110
2020
Q4 		$673K Sell
15,942
-1,488
-9% -$56.9K 0.14% 141
2020
Q3 		$589K Sell
17,430
-710
-4% -$24.4K 0.14% 161
2020
Q2 		$601K Sell
18,140
-57,780
-76% -$1.86M 0.14% 150
2020
Q1 		$2.23M Buy
75,920
+13,818
+22% +$548K 0.66% 28
2019
Q4 		$2.76M Buy
+62,102
New +$2.64M 0.69% 30

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Atlas Capital Advisors's FNCL Position: Q2 2026 in Review

Atlas Capital Advisors held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 15,723 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #134.

Atlas Capital Advisors first reported a position in FNCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.4M in Q4 2021. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Atlas Capital Advisors held 15,723 shares of Fidelity MSCI Financials Index ETF worth $1.2M as of Q2 2026.
  • Atlas Capital Advisors left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Financials Index ETF made up 0.13% of Atlas Capital Advisors's portfolio in Q2 2026, its #134 holding.
  • Atlas Capital Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2019 and has held it in 26 quarters since.
  • Atlas Capital Advisors's Fidelity MSCI Financials Index ETF position peaked at $3.4M in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.