Harbor Asset Planning’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Harbor Asset 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 Q1	$2.12M	Buy	30,253 +1,284	+4%	+$95.3K	1.79%	15
2025 Q4	$2.25M	Buy	28,969 +327	+1%	+$24.7K	1.92%	13
2025 Q3	$2.19M	Buy	28,642 +294	+1%	+$22.1K	1.96%	15
2025 Q2	$2.1M	Buy	+28,348	New	+$1.97M	2%	15

Other funds holding FNCL

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Harbor Asset Planning's FNCL Position: Q1 2026 in Review

Harbor Asset Planning increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 4.4% in Q1 2026, buying an estimated $95.3K and bringing the position to 30,253 shares worth $2.12M. The position accounts for 1.79% of the portfolio, ranked #15.

Harbor Asset Planning first reported a position in FNCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.25M in Q4 2025. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

Harbor Asset Planning held 30,253 shares of Fidelity MSCI Financials Index ETF worth $2.12M as of Q1 2026.
Harbor Asset Planning bought 1,284 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $95.3K.
Fidelity MSCI Financials Index ETF made up 1.79% of Harbor Asset Planning's portfolio in Q1 2026, its #15 holding.
Harbor Asset Planning first reported a position in Fidelity MSCI Financials Index ETF in Q2 2025 and has held it in 4 quarters since.
Harbor Asset Planning's Fidelity MSCI Financials Index ETF position peaked at $2.25M in Q4 2025.
250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.