Jim Simons
FNCL icon

Jim Simons’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Jim Simons’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
2025
Q2 		– Sell
-9,600
Closed -$667K – 3654
2025
Q1 		$667K Sell
9,600
-3,100
-24% -$220K ﹤0.01% 2619
2024
Q4 		$872K Buy
12,700
+3,400
+37% +$234K ﹤0.01% 2570
2024
Q3 		$594K Buy
9,300
+2,900
+45% +$178K ﹤0.01% 2702
2024
Q2 		$371K Sell
6,400
-6,900
-52% -$399K ﹤0.01% 2822
2024
Q1 		$790K Buy
+13,300
New +$741K ﹤0.01% 2638
2023
Q1 		– Sell
-6,500
Closed -$312K – 4105
2022
Q4 		$312K Buy
+6,500
New +$311K ﹤0.01% 3200
2022
Q1 		– Sell
-7,100
Closed -$397K – 4184
2021
Q4 		$397K Sell
7,100
-8,100
-53% -$457K ﹤0.01% 3195
2021
Q3 		$816K Buy
15,200
+8,500
+127% +$454K ﹤0.01% 2664
2021
Q2 		$351K Buy
6,700
+1,700
+34% +$89K ﹤0.01% 3092
2021
Q1 		$245K Buy
+5,000
New +$231K ﹤0.01% 3107

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 $654B AUM 26.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Jim Simons's FNCL Position: Q2 2025 in Review

Jim Simons sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2025, closing a stake of 9,600 shares — an estimated $667K sold.

Jim Simons first reported a position in FNCL in Q1 2021 and held it in 10 quarters. The position peaked at $872K in Q4 2024. 254 funds tracked by Wall St. Rank hold FNCL as of Q2 2025.

  • Jim Simons reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2025 after selling out during the quarter.
  • Jim Simons sold 9,600 Fidelity MSCI Financials Index ETF shares in Q2 2025, an estimated $667K.
  • Jim Simons first reported a position in Fidelity MSCI Financials Index ETF in Q1 2021 and held it in 10 quarters.
  • Jim Simons's Fidelity MSCI Financials Index ETF position peaked at $872K in Q4 2024.
  • 254 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.