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Galvin Gaustad & Stein’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Galvin Gaustad & Stein’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 		$455K Sell
6,011
-3,246
-35% -$262K 0.03% 183
2026
Q2 		$709K Sell
9,257
-500
-5% -$37K 0.05% 156
2026
Q1 		$685K Buy
9,757
+1,033
+12% +$76.7K 0.05% 149
2025
Q4 		$678K Sell
8,724
-152
-2% -$11.5K 0.05% 144
2025
Q3 		$678K Buy
8,876
+75
+0.9% +$5.65K 0.06% 128
2025
Q2 		$652K Sell
8,801
-1,450
-14% -$101K 0.06% 125
2025
Q1 		$713K Sell
10,251
-2,588
-20% -$183K 0.06% 106
2024
Q4 		$882K Sell
12,839
-633
-5% -$43.5K 0.08% 105
2024
Q3 		$860K Sell
13,472
-2,172
-14% -$134K 0.08% 101
2024
Q2 		$906K Sell
15,644
-12,632
-45% -$731K 0.08% 95
2024
Q1 		$1.68M Sell
28,276
-149,900
-84% -$8.35M 0.15% 76
2023
Q4 		$9.54M Buy
178,176
+76,162
+75% +$3.71M 0.89% 45
2023
Q3 		$4.75M Buy
102,014
+1,408
+1% +$68.1K 0.48% 55
2023
Q2 		$4.74M Sell
100,606
-3,336
-3% -$152K 0.46% 60
2023
Q1 		$4.69M Sell
103,942
-10,100
-9% -$495K 0.46% 59
2022
Q4 		$5.47M Sell
114,042
-7,085
-6% -$339K 0.55% 54
2022
Q3 		$5.22M Buy
121,127
+14,254
+13% +$670K 0.55% 57
2022
Q2 		$4.77M Buy
106,873
+5,404
+5% +$264K 0.48% 63
2022
Q1 		$5.5M Buy
101,469
+990
+1% +$54.9K 0.5% 65
2021
Q4 		$5.62M Buy
100,479
+1,690
+2% +$95.4K 0.49% 67
2021
Q3 		$5.3M Buy
98,789
+6,840
+7% +$365K 0.51% 62
2021
Q2 		$4.81M Buy
91,949
+924
+1% +$48.3K 0.46% 67
2021
Q1 		$4.46M Buy
91,025
+2,355
+3% +$109K 0.45% 69
2020
Q4 		$3.74M Buy
+88,670
New +$3.39M 0.39% 71

Other funds holding FNCL

YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Galvin Gaustad & Stein's FNCL Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 35% in Q3 2026, selling an estimated $262K and leaving 6,011 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #183.

Galvin Gaustad & Stein first reported a position in FNCL in Q4 2020 and has held it in 24 quarters since. The position peaked at $9.54M in Q4 2023. 34 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

  • Galvin Gaustad & Stein held 6,011 shares of Fidelity MSCI Financials Index ETF worth $455K as of Q3 2026.
  • Galvin Gaustad & Stein sold 3,246 Fidelity MSCI Financials Index ETF shares in Q3 2026, an estimated $262K.
  • Fidelity MSCI Financials Index ETF made up 0.03% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #183 holding.
  • Galvin Gaustad & Stein first reported a position in Fidelity MSCI Financials Index ETF in Q4 2020 and has held it in 24 quarters since.
  • Galvin Gaustad & Stein's Fidelity MSCI Financials Index ETF position peaked at $9.54M in Q4 2023.
  • 34 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.