JY
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Jeff Yass’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Jeff Yass’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
2021
Q3 		– Sell
-5,400
Closed -$283K – 12970
2021
Q2 		$283K Buy
+5,400
New +$283K ﹤0.01% 10890

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

Jeff Yass's FNCL Position: Q2 2026 in Review

Jeff Yass reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 73% in Q2 2026, selling an estimated $4.65M and leaving 23,516 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #6736.

Jeff Yass first reported a position in FNCL in Q4 2013 and has held it in 42 quarters since. The position peaked at $7.14M in Q3 2022. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Jeff Yass held 23,516 shares of Fidelity MSCI Financials Index ETF worth $1.8M as of Q2 2026.
  • Jeff Yass sold 62,761 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $4.65M.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6736 holding.
  • Jeff Yass first reported a position in Fidelity MSCI Financials Index ETF in Q4 2013 and has held it in 42 quarters since.
  • Jeff Yass's Fidelity MSCI Financials Index ETF position peaked at $7.14M in Q3 2022.
  • 255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.