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Decker Retirement Planning’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Decker Retirement Planning’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 		$32.4K Hold
423
– – 0.01% 139
2026
Q1 		$29.7K Hold
423
– – 0.01% 119
2025
Q4 		$32.9K Hold
423
– – 0.02% 109
2025
Q3 		$32.3K Hold
423
– – 0.02% 114
2025
Q2 		$31.3K Hold
423
– – 0.02% 98
2025
Q1 		$29.4K Hold
423
– – 0.02% 77
2024
Q4 		$29.1K Buy
+423
New +$29.1K 0.02% 161

Other funds holding FNCL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Decker Retirement Planning's FNCL Position: Q2 2026 in Review

Decker Retirement Planning held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 423 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #139.

Decker Retirement Planning first reported a position in FNCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.9K in Q4 2025. 99 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Decker Retirement Planning held 423 shares of Fidelity MSCI Financials Index ETF worth $32.4K as of Q2 2026.
  • Decker Retirement Planning left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Financials Index ETF made up 0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #139 holding.
  • Decker Retirement Planning first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 7 quarters since.
  • Decker Retirement Planning's Fidelity MSCI Financials Index ETF position peaked at $32.9K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.