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BIP Wealth’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

BIP Wealth’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 		$253K Buy
3,307
+12
+0.4% +$889 0.01% 491
2026
Q1 		$231K Buy
3,295
+161
+5% +$12K 0.01% 418
2025
Q4 		$244K Buy
3,134
+11
+0.4% +$831 0.01% 403
2025
Q3 		$238K Buy
3,123
+11
+0.4% +$829 0.01% 273
2025
Q2 		$230K Buy
3,112
+12
+0.4% +$832 0.01% 244
2025
Q1 		$215K Sell
3,100
-174
-5% -$12.3K 0.01% 251
2024
Q4 		$225K Buy
+3,274
New +$225K 0.02% 240

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

BIP Wealth's FNCL Position: Q2 2026 in Review

BIP Wealth increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.36% in Q2 2026, buying an estimated $889 and bringing the position to 3,307 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #491.

BIP Wealth first reported a position in FNCL in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • BIP Wealth held 3,307 shares of Fidelity MSCI Financials Index ETF worth $253K as of Q2 2026.
  • BIP Wealth bought 12 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $889.
  • Fidelity MSCI Financials Index ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #491 holding.
  • BIP Wealth first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.