Beckerman Institutional’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Beckerman Institutional’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	$414K	Hold	5,413	–	–	0.2%	98
2026 Q1	$380K	Sell	5,413 -178	-3%	-$13.2K	0.2%	93
2025 Q4	$435K	Sell	5,591 -82	-1%	-$6.2K	0.24%	84
2025 Q3	$433K	Hold	5,673	–	–	0.26%	79
2025 Q2	$420K	Sell	5,673 -20	-0.4%	-$1.39K	0.28%	76
2025 Q1	$396K	Buy	5,693 +113	+2%	+$8.01K	0.29%	78
2024 Q4	$383K	Buy	5,580 +53	+1%	+$3.64K	0.31%	75
2024 Q3	$353K	Buy	+5,527	New	+$340K	0.3%	73

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

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

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

Beckerman Institutional's FNCL Position: Q2 2026 in Review

Beckerman Institutional held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 5,413 shares worth $414K. The position accounts for 0.2% of the portfolio, ranked #98.

Beckerman Institutional first reported a position in FNCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $435K in Q4 2025. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Beckerman Institutional held 5,413 shares of Fidelity MSCI Financials Index ETF worth $414K as of Q2 2026.
Beckerman Institutional left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Financials Index ETF made up 0.2% of Beckerman Institutional's portfolio in Q2 2026, its #98 holding.
Beckerman Institutional first reported a position in Fidelity MSCI Financials Index ETF in Q3 2024 and has held it in 8 quarters since.
Beckerman Institutional's Fidelity MSCI Financials Index ETF position peaked at $435K in Q4 2025.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.