Kovitz Investment Group Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Kovitz Investment Group Partners’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	$5.29M	Buy	69,086 +28,926	+72%	+$2.14M	0.12%	132
2026 Q1	$2.82M	Sell	40,160 -149,336	-79%	-$11.1M	0.07%	191
2025 Q4	$14.7M	Sell	189,496 -15,858	-8%	-$1.2M	0.33%	72
2025 Q3	$15.7M	Sell	205,354 -10,399	-5%	-$783K	0.06%	249
2025 Q2	$16M	Buy	215,753 +126,266	+141%	+$8.76M	0.07%	233
2025 Q1	$6.22M	Sell	89,487 -143,103	-62%	-$10.1M	0.03%	362
2024 Q4	$16M	Buy	232,590 +42,018	+22%	+$2.89M	0.08%	205
2024 Q3	$12.2M	Sell	190,572 -3,743	-2%	-$230K	0.09%	196
2024 Q2	$11.3M	Buy	+194,315	New	+$11.2M	0.1%	161

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

Kovitz Investment Group Partners's FNCL Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 72% in Q2 2026, buying an estimated $2.14M and bringing the position to 69,086 shares worth $5.29M. The position accounts for 0.12% of the portfolio, ranked #132.

Kovitz Investment Group Partners first reported a position in FNCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $16M in Q4 2024. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Kovitz Investment Group Partners held 69,086 shares of Fidelity MSCI Financials Index ETF worth $5.29M as of Q2 2026.
Kovitz Investment Group Partners bought 28,926 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $2.14M.
Fidelity MSCI Financials Index ETF made up 0.12% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #132 holding.
Kovitz Investment Group Partners first reported a position in Fidelity MSCI Financials Index ETF in Q2 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's Fidelity MSCI Financials Index ETF position peaked at $16M in Q4 2024.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.