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

Birchcreek Wealth Management’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 		$511K Buy
6,742
+494
+8% +$39.9K 0.19% 80
2026
Q2 		$478K Sell
6,248
-8,066
-56% -$598K 0.19% 82
2026
Q1 		$1M Buy
14,314
+949
+7% +$70.4K 0.48% 40
2025
Q4 		$1.04M Sell
13,365
-6,590
-33% -$498K 0.51% 35
2025
Q3 		$1.52M Buy
19,955
+379
+2% +$28.5K 0.79% 24
2025
Q2 		$1.45M Buy
19,576
+1,009
+5% +$70K 0.82% 23
2025
Q1 		$1.29M Sell
18,567
-652
-3% -$46.2K 0.81% 23
2024
Q4 		$1.32M Buy
19,219
+438
+2% +$30.1K 0.83% 24
2024
Q3 		$1.2M Sell
18,781
-669
-3% -$41.1K 0.79% 30
2024
Q2 		$1.13M Sell
19,450
-1,812
-9% -$105K 0.63% 36
2024
Q1 		$1.26M Sell
21,262
-2,446
-10% -$136K 0.66% 42
2023
Q4 		$1.27M Sell
23,708
-2,703
-10% -$132K 0.76% 34
2023
Q3 		$1.23M Sell
26,411
-5,723
-18% -$277K 0.83% 30
2023
Q2 		$1.51M Sell
32,134
-1,248
-4% -$56.7K 1.06% 23
2023
Q1 		$1.51M Sell
33,382
-3,008
-8% -$147K 1.19% 21
2022
Q4 		$1.74M Sell
36,390
-1,741
-5% -$83.3K 1.55% 16
2022
Q3 		$1.64M Sell
38,131
-1,414
-4% -$66.5K 1.52% 16
2022
Q2 		$1.76M Buy
39,545
+841
+2% +$41.1K 1.58% 16
2022
Q1 		$2.1M Buy
38,704
+2,046
+6% +$113K 1.86% 16
2021
Q4 		$2.05M Sell
36,658
-1,075
-3% -$60.7K 1.79% 18
2021
Q3 		$2.03M Buy
37,733
+2,107
+6% +$112K 1.89% 15
2021
Q2 		$1.86M Buy
35,626
+152
+0.4% +$7.95K 1.8% 16
2021
Q1 		$1.74M Buy
35,474
+15,496
+78% +$716K 1.84% 17
2020
Q4 		$843K Buy
+19,978
New +$763K 0.83% 30

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Birchcreek Wealth Management's FNCL Position: Q3 2026 in Review

Birchcreek Wealth Management increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 7.9% in Q3 2026, buying an estimated $39.9K and bringing the position to 6,742 shares worth $511K. The position accounts for 0.19% of the portfolio, ranked #80.

Birchcreek Wealth Management first reported a position in FNCL in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.1M in Q1 2022. 170 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

  • Birchcreek Wealth Management held 6,742 shares of Fidelity MSCI Financials Index ETF worth $511K as of Q3 2026.
  • Birchcreek Wealth Management bought 494 Fidelity MSCI Financials Index ETF shares in Q3 2026, an estimated $39.9K.
  • Fidelity MSCI Financials Index ETF made up 0.19% of Birchcreek Wealth Management's portfolio in Q3 2026, its #80 holding.
  • Birchcreek Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2020 and has held it in 24 quarters since.
  • Birchcreek Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $2.1M in Q1 2022.
  • 170 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Birchcreek Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.