Fischer Financial Services’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Fischer Financial Services’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 Q3	$10.9M	Buy	143,632 +459	+0.3%	+$37K	2.68%	12
2026 Q2	$11M	Buy	143,173 +3,124	+2%	+$231K	2.75%	12
2026 Q1	$9.8M	Sell	140,049 -711	-0.5%	-$52.8K	3.31%	10
2025 Q4	$10.9M	Sell	140,760 -5,456	-4%	-$412K	2.9%	12
2025 Q3	$11.2M	Sell	146,216 -2,020	-1%	-$152K	3.01%	11
2025 Q2	$11M	Sell	148,236 -3,133	-2%	-$217K	3.23%	11
2025 Q1	$10.5M	Sell	151,369 -2,034	-1%	-$144K	3.39%	11
2024 Q4	$10.5M	Buy	+153,403	New	+$10.5M	3.32%	11

Other funds holding FNCL

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Smith Salley Wealth Management Greensboro, North Carolina $2.42B AUM 30.71% 1-Year Est. Return

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Fischer Financial Services's FNCL Position: Q3 2026 in Review

Fischer Financial Services increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.32% in Q3 2026, buying an estimated $37K and bringing the position to 143,632 shares worth $10.9M. The position accounts for 2.68% of the portfolio, ranked #12.

Fischer Financial Services first reported a position in FNCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.2M in Q3 2025. 112 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

Fischer Financial Services held 143,632 shares of Fidelity MSCI Financials Index ETF worth $10.9M as of Q3 2026.
Fischer Financial Services bought 459 Fidelity MSCI Financials Index ETF shares in Q3 2026, an estimated $37K.
Fidelity MSCI Financials Index ETF made up 2.68% of Fischer Financial Services's portfolio in Q3 2026, its #12 holding.
Fischer Financial Services first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 8 quarters since.
Fischer Financial Services's Fidelity MSCI Financials Index ETF position peaked at $11.2M in Q3 2025.
112 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.