KCM Investment Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

KCM Investment Advisors’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	$255K	Hold	3,330	–	–	0.01%	372
2026 Q1	$234K	Sell	3,330 -460	-12%	-$34.1K	0.01%	364
2025 Q4	$295K	Sell	3,790 -45	-1%	-$3.4K	0.01%	332
2025 Q3	$293K	Sell	3,835 -24	-0.6%	-$1.81K	0.01%	327
2025 Q2	$286K	Hold	3,859	–	–	0.01%	325
2025 Q1	$268K	Hold	3,859	–	–	0.01%	323
2024 Q4	$265K	Sell	3,859 -22	-0.6%	-$1.51K	0.01%	327
2024 Q3	$248K	Hold	3,881	–	–	0.01%	340
2024 Q2	$225K	Buy	3,881 +145	+4%	+$8.39K	0.01%	350
2024 Q1	$222K	Buy	+3,736	New	+$208K	0.01%	359
2022 Q2	–	Sell	-4,214	Closed	-$228K	–	396
2022 Q1	$228K	Hold	4,214	–	–	0.01%	384
2021 Q4	$236K	Hold	4,214	–	–	0.01%	384
2021 Q3	$226K	Buy	+4,214	New	+$225K	0.01%	365

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

KCM Investment Advisors's FNCL Position: Q2 2026 in Review

KCM Investment Advisors held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 3,330 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #372.

KCM Investment Advisors first reported a position in FNCL in Q3 2021 and has held it in 13 quarters since. The position peaked at $295K in Q4 2025. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

KCM Investment Advisors held 3,330 shares of Fidelity MSCI Financials Index ETF worth $255K as of Q2 2026.
KCM Investment Advisors left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Financials Index ETF made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #372 holding.
KCM Investment Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q3 2021 and has held it in 13 quarters since.
KCM Investment Advisors's Fidelity MSCI Financials Index ETF position peaked at $295K in Q4 2025.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.