Benchmark Financial Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Benchmark Financial Wealth 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	–	Sell	-9,042	Closed	-$635K	–	150
2026 Q1	$635K	Sell	9,042 -691	-7%	-$51.3K	0.18%	68
2025 Q4	$757K	Buy	9,733 +951	+11%	+$71.9K	0.22%	59
2025 Q3	$670K	Buy	8,782 +26	+0.3%	+$1.96K	0.2%	58
2025 Q2	$648K	Buy	+8,756	New	+$607K	0.21%	55

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

Benchmark Financial Wealth Advisors's FNCL Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026, closing a stake of 9,042 shares — an estimated $635K sold.

Benchmark Financial Wealth Advisors first reported a position in FNCL in Q2 2025 and held it in 4 quarters. The position peaked at $757K in Q4 2025. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Benchmark Financial Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2026 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 9,042 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $635K.
Benchmark Financial Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q2 2025 and held it in 4 quarters.
Benchmark Financial Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $757K in Q4 2025.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.