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Beacon Investment Advisory Services’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Beacon Investment Advisory Services’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 		$39.9K Hold
521
– – ﹤0.01% 466
2026
Q1 		$36.6K Buy
+521
New +$38.7K ﹤0.01% 477

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

Beacon Investment Advisory Services's FNCL Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 521 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Beacon Investment Advisory Services first reported a position in FNCL in Q1 2026 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Beacon Investment Advisory Services held 521 shares of Fidelity MSCI Financials Index ETF worth $39.9K as of Q2 2026.
  • Beacon Investment Advisory Services left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #466 holding.
  • Beacon Investment Advisory Services first reported a position in Fidelity MSCI Financials Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.