Beaumont Capital Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Beaumont Capital 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 Q1	–	Sell	-63,564	Closed	-$4.94M	–	36
2025 Q4	$4.94M	Sell	63,564 -1,312	-2%	-$99.1K	6.09%	5
2025 Q3	$4.95M	Sell	64,876 -18,283	-22%	-$1.38M	3.29%	15
2025 Q2	$6.16M	Buy	+83,159	New	+$5.77M	4.21%	6
2023 Q1	–	Sell	-5,301	Closed	-$254K	–	42
2022 Q4	$254K	Buy	+5,301	New	+$254K	0.18%	40
2022 Q2	–	Sell	-129,514	Closed	-$7.01M	–	33
2022 Q1	$7.01M	Buy	129,514 +125,623	+3,229%	+$6.97M	4.52%	2
2021 Q4	$217K	Buy	3,891 +87	+2%	+$4.91K	0.13%	41
2021 Q3	$204K	Buy	+3,804	New	+$203K	0.17%	34

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Beaumont Capital Management's FNCL Position: Q1 2026 in Review

Beaumont Capital Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2026, closing a stake of 63,564 shares — an estimated $4.94M sold.

Beaumont Capital Management first reported a position in FNCL in Q3 2021 and held it in 7 quarters. The position peaked at $7.01M in Q1 2022. 253 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

Beaumont Capital Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2026 after selling out during the quarter.
Beaumont Capital Management sold 63,564 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $4.94M.
Beaumont Capital Management first reported a position in Fidelity MSCI Financials Index ETF in Q3 2021 and held it in 7 quarters.
Beaumont Capital Management's Fidelity MSCI Financials Index ETF position peaked at $7.01M in Q1 2022.
253 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Beaumont Capital Management's 13F filing for Q1 2026, filed 14 May 2026.