Brown, Lisle/Cummings’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Brown, Lisle/Cummings’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	$3.1K	Hold	41	–	–	﹤0.01%	789
2026 Q2	$3.14K	Hold	41	–	–	﹤0.01%	774
2026 Q1	$2.88K	Hold	41	–	–	﹤0.01%	754
2025 Q4	$3.19K	Hold	41	–	–	﹤0.01%	597
2025 Q3	$3.13K	Hold	41	–	–	﹤0.01%	606
2025 Q2	$3.04K	Hold	41	–	–	﹤0.01%	614
2025 Q1	$2.85K	Hold	41	–	–	﹤0.01%	618
2024 Q4	$2.82K	Hold	41	–	–	﹤0.01%	584
2024 Q3	$2.62K	Hold	41	–	–	﹤0.01%	562
2024 Q2	$2.38K	Hold	41	–	–	﹤0.01%	558
2024 Q1	$2.44K	Hold	41	–	–	﹤0.01%	516
2023 Q4	$2.2K	Hold	41	–	–	﹤0.01%	535
2023 Q3	$1.91K	Hold	41	–	–	﹤0.01%	515
2023 Q2	$1.93K	Hold	41	–	–	﹤0.01%	522
2023 Q1	$1.85K	Hold	41	–	–	﹤0.01%	497
2022 Q4	$1.97K	Hold	41	–	–	﹤0.01%	480
2022 Q3	$1.77K	Buy	+41	New	+$1.93K	﹤0.01%	474

Other funds holding FNCL

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Harbor Asset Planning Belmont, Massachusetts $133M AUM 16.92% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Smith Shellnut Wilson Ridgeland, Mississippi $262M AUM 21.99% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Brown, Lisle/Cummings's FNCL Position: Q3 2026 in Review

Brown, Lisle/Cummings held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q3 2026 at 41 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Brown, Lisle/Cummings first reported a position in FNCL in Q3 2022 and has held it in 17 quarters since. The position peaked at $3.19K in Q4 2025. 81 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

Brown, Lisle/Cummings held 41 shares of Fidelity MSCI Financials Index ETF worth $3.1K as of Q3 2026.
Brown, Lisle/Cummings left its Fidelity MSCI Financials Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #789 holding.
Brown, Lisle/Cummings first reported a position in Fidelity MSCI Financials Index ETF in Q3 2022 and has held it in 17 quarters since.
Brown, Lisle/Cummings's Fidelity MSCI Financials Index ETF position peaked at $3.19K in Q4 2025.
81 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.