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FNCL icon

Harbour Investments’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Harbour Investments’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 		$160K Sell
2,093
-1,667
-44% -$124K ﹤0.01% 1721
2026
Q1 		$264K Buy
3,760
+972
+35% +$72.2K ﹤0.01% 1377
2025
Q4 		$217K Buy
2,788
+984
+55% +$74.4K ﹤0.01% 1242
2025
Q3 		$138K Hold
1,804
– – ﹤0.01% 1421
2025
Q2 		$134K Buy
1,804
+58
+3% +$4.02K ﹤0.01% 1364
2025
Q1 		$121K Buy
1,746
+219
+14% +$15.5K ﹤0.01% 1338
2024
Q4 		$105K Sell
1,527
-90
-6% -$6.18K ﹤0.01% 1335
2024
Q3 		$103K Sell
1,617
-116
-7% -$7.13K ﹤0.01% 1300
2024
Q2 		$100K Sell
1,733
-110
-6% -$6.37K ﹤0.01% 1236
2024
Q1 		$109K Buy
1,843
+63
+4% +$3.51K ﹤0.01% 1169
2023
Q4 		$95.3K Buy
1,780
+802
+82% +$39.1K ﹤0.01% 1155
2023
Q3 		$45.5K Sell
978
-379
-28% -$18.3K ﹤0.01% 1393
2023
Q2 		$63.9K Sell
1,357
-1,359
-50% -$61.7K ﹤0.01% 1253
2023
Q1 		$122K Hold
2,716
– – 0.01% 955
2022
Q4 		$130K Sell
2,716
-205
-7% -$9.81K 0.01% 902
2022
Q3 		$130K Hold
2,921
– – 0.01% 862
2022
Q2 		$130K Buy
+2,921
New +$143K 0.01% 862
2021
Q4 		$155K Sell
2,768
-3,289
-54% -$186K 0.01% 810
2021
Q3 		$325K Sell
6,057
-60,348
-91% -$3.22M 0.01% 813
2021
Q2 		$3.48M Buy
66,405
+59,528
+866% +$3.11M 0.11% 169
2021
Q1 		$337K Buy
+6,877
New +$318K 0.01% 757

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Harbour Investments's FNCL Position: Q2 2026 in Review

Harbour Investments reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 44% in Q2 2026, selling an estimated $124K and leaving 2,093 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Harbour Investments first reported a position in FNCL in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.48M in Q2 2021. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Harbour Investments held 2,093 shares of Fidelity MSCI Financials Index ETF worth $160K as of Q2 2026.
  • Harbour Investments sold 1,667 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $124K.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1721 holding.
  • Harbour Investments first reported a position in Fidelity MSCI Financials Index ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Fidelity MSCI Financials Index ETF position peaked at $3.48M in Q2 2021.
  • 255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.