LongView Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

LongView Wealth Management’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	$779K	Buy	10,180 +37	+0.4%	+$2.74K	0.2%	101
2026 Q1	$749K	Buy	10,143 +53	+0.5%	+$3.93K	0.19%	108
2025 Q4	$794K	Buy	10,090 +117	+1%	+$8.84K	0.19%	107
2025 Q3	$761K	Buy	9,973 +2,411	+32%	+$182K	0.21%	98
2025 Q2	$560K	Buy	7,562 +569	+8%	+$39.5K	0.17%	109
2025 Q1	$486K	Buy	6,993 +373	+6%	+$26.4K	0.15%	116
2024 Q4	$455K	Buy	6,620 +1,640	+33%	+$113K	0.14%	123
2024 Q3	$318K	Buy	4,980 +330	+7%	+$20.3K	0.1%	159
2024 Q2	$269K	Buy	+4,650	New	+$269K	0.1%	159

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

LongView Wealth Management's FNCL Position: Q2 2026 in Review

LongView Wealth Management increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.36% in Q2 2026, buying an estimated $2.74K and bringing the position to 10,180 shares worth $779K. The position accounts for 0.2% of the portfolio, ranked #101.

LongView Wealth Management first reported a position in FNCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $794K in Q4 2025. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

LongView Wealth Management held 10,180 shares of Fidelity MSCI Financials Index ETF worth $779K as of Q2 2026.
LongView Wealth Management bought 37 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $2.74K.
Fidelity MSCI Financials Index ETF made up 0.2% of LongView Wealth Management's portfolio in Q2 2026, its #101 holding.
LongView Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q2 2024 and has held it in 9 quarters since.
LongView Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $794K in Q4 2025.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.