CGH
FNCL icon

Crossmark Global Holdings’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Crossmark Global Holdings’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 		– Sell
-13,125
Closed -$1M – 1257
2025
Q3 		$1M Hold
13,125
– – 0.02% 624
2025
Q2 		$972K Sell
13,125
-683
-5% -$47.4K 0.02% 628
2025
Q1 		$960K Buy
+13,808
New +$979K 0.02% 619

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

Crossmark Global Holdings's FNCL Position: Q4 2025 in Review

Crossmark Global Holdings sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2025, closing a stake of 13,125 shares — an estimated $1M sold.

Crossmark Global Holdings first reported a position in FNCL in Q1 2025 and held it in 3 quarters. The position peaked at $1M in Q3 2025. 265 funds tracked by Wall St. Rank hold FNCL as of Q4 2025.

  • Crossmark Global Holdings reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 13,125 Fidelity MSCI Financials Index ETF shares in Q4 2025, an estimated $1M.
  • Crossmark Global Holdings first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's Fidelity MSCI Financials Index ETF position peaked at $1M in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.