Larson Financial Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Larson Financial Group’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	$3.89K	Buy	51 +1	+2%	+$74	﹤0.01%	2871
2026 Q1	$3.53K	Buy	50 +10	+25%	+$742	﹤0.01%	2763
2025 Q4	$3.14K	Sell	40 -571	-93%	-$43.1K	﹤0.01%	2649
2025 Q3	$46.7K	Buy	611 +571	+1,428%	+$43K	﹤0.01%	1190
2025 Q2	$2.99K	Hold	40	–	–	﹤0.01%	2278
2025 Q1	$2.81K	Hold	40	–	–	﹤0.01%	2060
2024 Q4	$2.77K	Buy	+40	New	+$2.75K	﹤0.01%	1808
2024 Q1	–	Sell	-235	Closed	-$12.6K	–	1834
2023 Q4	$12.6K	Sell	235 -259	-52%	-$12.6K	﹤0.01%	959
2023 Q3	$23K	Buy	494 +460	+1,353%	+$22.2K	﹤0.01%	779
2023 Q2	$1.6K	Sell	34 -426	-93%	-$19.3K	﹤0.01%	1304
2023 Q1	$20.8K	Buy	460 +401	+680%	+$19.7K	﹤0.01%	731
2022 Q4	$2.83K	Buy	+59	New	+$2.82K	﹤0.01%	1141
2021 Q1	–	Sell	-122	Closed	-$5K	–	864
2020 Q4	$5K	Hold	122	–	–	﹤0.01%	563
2020 Q3	$4K	Buy	+122	New	+$4.2K	﹤0.01%	548

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

Larson Financial Group's FNCL Position: Q2 2026 in Review

Larson Financial Group increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 2% in Q2 2026, buying an estimated $74 and bringing the position to 51 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

Larson Financial Group first reported a position in FNCL in Q3 2020 and has held it in 14 quarters since. The position peaked at $46.7K in Q3 2025. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Larson Financial Group held 51 shares of Fidelity MSCI Financials Index ETF worth $3.89K as of Q2 2026.
Larson Financial Group bought 1 Fidelity MSCI Financials Index ETF share in Q2 2026, an estimated $74.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2871 holding.
Larson Financial Group first reported a position in Fidelity MSCI Financials Index ETF in Q3 2020 and has held it in 14 quarters since.
Larson Financial Group's Fidelity MSCI Financials Index ETF position peaked at $46.7K in Q3 2025.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

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