Independent Financial Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Independent Financial Group’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	$258K	Sell	3,373 -219	-6%	-$16.2K	﹤0.01%	1343
2026 Q1	$252K	Sell	3,592 -1,298	-27%	-$96.4K	0.01%	1250
2025 Q4	$380K	Sell	4,890 -960	-16%	-$72.5K	0.01%	1035
2025 Q3	$447K	Sell	5,850 -14	-0.2%	-$1.05K	0.01%	908
2025 Q2	$434K	Buy	5,864 +109	+2%	+$7.56K	0.01%	840
2025 Q1	$400K	Sell	5,755 -108	-2%	-$7.66K	0.01%	800
2024 Q4	$403K	Buy	5,863 +2,305	+65%	+$158K	0.01%	778
2024 Q3	$227K	Buy	+3,558	New	+$219K	0.01%	992

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

Independent Financial Group's FNCL Position: Q2 2026 in Review

Independent Financial Group reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 6.1% in Q2 2026, selling an estimated $16.2K and leaving 3,373 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Independent Financial Group first reported a position in FNCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $447K in Q3 2025. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Independent Financial Group held 3,373 shares of Fidelity MSCI Financials Index ETF worth $258K as of Q2 2026.
Independent Financial Group sold 219 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $16.2K.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1343 holding.
Independent Financial Group first reported a position in Fidelity MSCI Financials Index ETF in Q3 2024 and has held it in 8 quarters since.
Independent Financial Group's Fidelity MSCI Financials Index ETF position peaked at $447K in Q3 2025.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.