JE
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Jacobs Equity’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Jacobs Equity’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 		$2.37M Buy
30,916
+2,948
+11% +$218K 1.64% 14
2026
Q1 		$1.96M Buy
27,968
+7,370
+36% +$547K 1.76% 13
2025
Q4 		$1.6M Buy
+20,598
New +$1.56M 1.54% 16

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

Jacobs Equity's FNCL Position: Q2 2026 in Review

Jacobs Equity increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 11% in Q2 2026, buying an estimated $218K and bringing the position to 30,916 shares worth $2.37M. The position accounts for 1.64% of the portfolio, ranked #14.

Jacobs Equity first reported a position in FNCL in Q4 2025 and has held it in 3 quarters since. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Jacobs Equity held 30,916 shares of Fidelity MSCI Financials Index ETF worth $2.37M as of Q2 2026.
  • Jacobs Equity bought 2,948 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $218K.
  • Fidelity MSCI Financials Index ETF made up 1.64% of Jacobs Equity's portfolio in Q2 2026, its #14 holding.
  • Jacobs Equity first reported a position in Fidelity MSCI Financials Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.