CIBC Private Wealth Group
FNCL icon

CIBC Private Wealth Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$93.1K Hold
1,197
– – ﹤0.01% 1548
2025
Q3 		$91.4K Buy
1,197
+1,112
+1,308% +$83.8K ﹤0.01% 1537
2025
Q2 		$6.28K Hold
85
– – ﹤0.01% 2409
2025
Q1 		$5.16K Sell
85
-656
-89% -$46.5K ﹤0.01% 2445
2024
Q4 		$51.1K Buy
741
+545
+278% +$37.5K ﹤0.01% 1672
2024
Q3 		$12.5K Buy
196
+113
+136% +$6.95K ﹤0.01% 2337
2024
Q2 		$4.86K Hold
83
– – ﹤0.01% 2519
2024
Q1 		$4.9K Buy
+83
New +$4.62K ﹤0.01% 2510

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CIBC Private Wealth Group's FNCL Position: Q4 2025 in Review

CIBC Private Wealth Group held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q4 2025 at 1,197 shares worth $93.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

CIBC Private Wealth Group first reported a position in FNCL in Q1 2024 and has held it in 8 quarters since. 265 funds tracked by Wall St. Rank hold FNCL as of Q4 2025.

  • CIBC Private Wealth Group held 1,197 shares of Fidelity MSCI Financials Index ETF worth $93.1K as of Q4 2025.
  • CIBC Private Wealth Group left its Fidelity MSCI Financials Index ETF share count unchanged in Q4 2025.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1548 holding.
  • CIBC Private Wealth Group first reported a position in Fidelity MSCI Financials Index ETF in Q1 2024 and has held it in 8 quarters since.
  • 265 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.