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 Q2	$1.23K	Buy	+16	New	+$1.19K	﹤0.01%	276

Other funds holding FNCL

Commonwealth Equity Services

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

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

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Birchbrook's FNCL Position: Q2 2026 in Review

Birchbrook opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026: 16 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #276 among its holdings.

106 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Birchbrook held 16 shares of Fidelity MSCI Financials Index ETF worth $1.23K as of Q2 2026.
Fidelity MSCI Financials Index ETF was a new Birchbrook position in Q2 2026.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #276 holding.
106 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.