Gladstone Institutional Advisory’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Gladstone Institutional Advisory’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	$737K	Buy	9,625 +1,029	+12%	+$76.2K	0.02%	485
2026 Q1	$603K	Buy	8,596 +5,500	+178%	+$408K	0.02%	495
2025 Q4	$241K	Buy	3,096 +8	+0.3%	+$604	0.01%	704
2025 Q3	$236K	Buy	+3,088	New	+$233K	0.01%	721

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Gladstone Institutional Advisory's FNCL Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 12% in Q2 2026, buying an estimated $76.2K and bringing the position to 9,625 shares worth $737K. The position accounts for 0.02% of the portfolio, ranked #485.

Gladstone Institutional Advisory first reported a position in FNCL in Q3 2025 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Gladstone Institutional Advisory held 9,625 shares of Fidelity MSCI Financials Index ETF worth $737K as of Q2 2026.
Gladstone Institutional Advisory bought 1,029 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $76.2K.
Fidelity MSCI Financials Index ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #485 holding.
Gladstone Institutional Advisory first reported a position in Fidelity MSCI Financials Index ETF in Q3 2025 and has held it in 4 quarters since.
257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.