Birchbrook
FNCL icon

Birchbrook’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Birchbrook’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
Q3 		$1.21K Hold
16
– – ﹤0.01% 266
2026
Q2 		$1.22K Buy
+16
New +$1.19K ﹤0.01% 276

Other funds holding FNCL

Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Fischer Financial Services
Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Harbor Asset Planning
Harbor Asset Planning Belmont, Massachusetts $133M AUM 16.92% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Birchbrook's FNCL Position: Q3 2026 in Review

Birchbrook held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q3 2026 at 16 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Birchbrook first reported a position in FNCL in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.22K in Q2 2026. 90 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

  • Birchbrook held 16 shares of Fidelity MSCI Financials Index ETF worth $1.21K as of Q3 2026.
  • Birchbrook left its Fidelity MSCI Financials Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #266 holding.
  • Birchbrook first reported a position in Fidelity MSCI Financials Index ETF in Q2 2026 and has held it in 2 quarters since.
  • Birchbrook's Fidelity MSCI Financials Index ETF position peaked at $1.22K in Q2 2026.
  • 90 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.