Corient Private Wealth
FNCL icon

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

Corient Private Wealth’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 		$500K Buy
6,531
+508
+8% +$37.6K ﹤0.01% 2224
2026
Q1 		$423K Buy
6,023
+854
+17% +$63.4K ﹤0.01% 2119
2025
Q4 		$402K Buy
5,169
+1,289
+33% +$97.4K ﹤0.01% 1986
2025
Q3 		$296K Buy
3,880
+913
+31% +$68.8K ﹤0.01% 2122
2025
Q2 		$220K Hold
2,967
– – ﹤0.01% 2181
2025
Q1 		$206K Buy
+2,967
New +$210K ﹤0.01% 2059

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

Corient Private Wealth's FNCL Position: Q2 2026 in Review

Corient Private Wealth increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 8.4% in Q2 2026, buying an estimated $37.6K and bringing the position to 6,531 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Corient Private Wealth first reported a position in FNCL in Q1 2025 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Corient Private Wealth held 6,531 shares of Fidelity MSCI Financials Index ETF worth $500K as of Q2 2026.
  • Corient Private Wealth bought 508 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $37.6K.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2224 holding.
  • Corient Private Wealth first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.