John Overdeck’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

John Overdeck’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	$7.56M	Sell	98,700 -50,300	-34%	-$3.73M	0.01%	1754
2026 Q1	$10.5M	Buy	+149,000	New	+$11.1M	0.01%	1378
2025 Q4	–	Sell	-76,900	Closed	-$5.87M	–	4169
2025 Q3	$5.87M	Sell	76,900 -18,000	-19%	-$1.36M	0.01%	1325
2025 Q2	$7.03M	Buy	+94,900	New	+$6.58M	0.01%	1030

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

John Overdeck's FNCL Position: Q2 2026 in Review

John Overdeck reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 34% in Q2 2026, selling an estimated $3.73M and leaving 98,700 shares worth $7.56M. The position accounts for 0.01% of the portfolio, ranked #1754.

John Overdeck first reported a position in FNCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.5M in Q1 2026. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

John Overdeck held 98,700 shares of Fidelity MSCI Financials Index ETF worth $7.56M as of Q2 2026.
John Overdeck sold 50,300 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $3.73M.
Fidelity MSCI Financials Index ETF made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1754 holding.
John Overdeck first reported a position in Fidelity MSCI Financials Index ETF in Q2 2025 and has held it in 4 quarters since.
John Overdeck's Fidelity MSCI Financials Index ETF position peaked at $10.5M in Q1 2026.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.