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Cliff Asness’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Cliff Asness’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 		$968K Buy
12,650
+2,220
+21% +$164K ﹤0.01% 3018
2026
Q1 		$732K Sell
10,430
-157
-1% -$11.7K ﹤0.01% 2937
2025
Q4 		$823K Buy
10,587
+1,725
+19% +$130K ﹤0.01% 2658
2025
Q3 		$677K Buy
+8,862
New +$667K ﹤0.01% 2658

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Cliff Asness's FNCL Position: Q2 2026 in Review

Cliff Asness increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 21% in Q2 2026, buying an estimated $164K and bringing the position to 12,650 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #3018.

Cliff Asness first reported a position in FNCL in Q3 2025 and has held it in 4 quarters since. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Cliff Asness held 12,650 shares of Fidelity MSCI Financials Index ETF worth $968K as of Q2 2026.
  • Cliff Asness bought 2,220 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $164K.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3018 holding.
  • Cliff Asness first reported a position in Fidelity MSCI Financials Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.