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Lynch & Associates’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Lynch & Associates’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 		$3.21M Buy
41,958
+4,655
+12% +$345K 0.56% 49
2026
Q1 		$2.62M Buy
37,303
+1,232
+3% +$91.5K 0.49% 51
2025
Q4 		$2.8M Buy
36,071
+347
+1% +$26.2K 0.53% 50
2025
Q3 		$2.73M Buy
35,724
+904
+3% +$68.1K 0.53% 50
2025
Q2 		$2.58M Buy
34,820
+1,203
+4% +$83.4K 0.52% 50
2025
Q1 		$2.34M Sell
33,617
-660
-2% -$46.8K 0.51% 52
2024
Q4 		$2.35M Sell
34,277
-324
-0.9% -$22.3K 0.51% 53
2024
Q3 		$2.21M Buy
34,601
+1,289
+4% +$79.3K 0.47% 55
2024
Q2 		$1.93M Buy
33,312
+623
+2% +$36.1K 0.43% 56
2024
Q1 		$1.94M Buy
32,689
+2,642
+9% +$147K 0.45% 57
2023
Q4 		$1.61M Buy
30,047
+2,312
+8% +$113K 0.39% 60
2023
Q3 		$1.29M Buy
27,735
+1,237
+5% +$59.8K 0.34% 62
2023
Q2 		$1.25M Buy
26,498
+80
+0.3% +$3.63K 0.32% 60
2023
Q1 		$1.19M Sell
26,418
-1,090
-4% -$53.4K 0.31% 59
2022
Q4 		$1.32M Buy
27,508
+2,944
+12% +$141K 0.34% 59
2022
Q3 		$1.06M Buy
24,564
+158
+0.6% +$7.43K 0.31% 63
2022
Q2 		$1.09M Buy
24,406
+210
+0.9% +$10.3K 0.3% 62
2022
Q1 		$1.31M Buy
24,196
+532
+2% +$29.5K 0.32% 64
2021
Q4 		$1.32M Buy
23,664
+1,296
+6% +$73.2K 0.31% 64
2021
Q3 		$1.2M Buy
22,368
+73
+0.3% +$3.9K 0.31% 64
2021
Q2 		$1.17M Buy
22,295
+1,032
+5% +$54K 0.3% 65
2021
Q1 		$1.04M Buy
21,263
+186
+0.9% +$8.59K 0.28% 66
2020
Q4 		$890K Buy
21,077
+508
+2% +$19.4K 0.24% 67
2020
Q3 		$696K Sell
20,569
-140
-0.7% -$4.82K 0.21% 68
2020
Q2 		$686K Sell
20,709
-123
-0.6% -$3.96K 0.22% 69
2020
Q1 		$612K Buy
20,832
+330
+2% +$13.1K 0.22% 68
2019
Q4 		$911K Buy
20,502
+2,023
+11% +$85.9K 0.26% 61
2019
Q3 		$751K Buy
18,479
+267
+1% +$10.7K 0.23% 64
2019
Q2 		$730K Buy
18,212
+1,528
+9% +$60.3K 0.24% 65
2019
Q1 		$626K Sell
16,684
-45
-0.3% -$1.7K 0.21% 67
2018
Q4 		$578K Sell
16,729
-544
-3% -$20.5K 0.22% 65
2018
Q3 		$697K Buy
17,273
+1,439
+9% +$59.1K 0.24% 66
2018
Q2 		$621K Buy
15,834
+1,907
+14% +$77.3K 0.23% 67
2018
Q1 		$563K Buy
13,927
+1,230
+10% +$51.6K 0.22% 68
2017
Q4 		$518K Buy
12,697
+56
+0.4% +$2.21K 0.19% 69
2017
Q3 		$480K Sell
12,641
-201
-2% -$7.37K 0.19% 71
2017
Q2 		$467K Buy
12,842
+125
+1% +$4.39K 0.18% 75
2017
Q1 		$447K Sell
12,717
-196
-2% -$6.95K 0.18% 77
2016
Q4 		$447K Sell
12,913
-212
-2% -$6.74K 0.19% 77
2016
Q3 		$377K Buy
13,125
+672
+5% +$19.3K 0.17% 81
2016
Q2 		$343K Buy
12,453
+2,454
+25% +$67.7K 0.15% 84
2016
Q1 		$270K Buy
9,999
+85
+0.9% +$2.2K 0.13% 90
2015
Q4 		$281K Buy
9,914
+1,038
+12% +$29.6K 0.14% 91
2015
Q3 		$239K Sell
8,876
-13
-0.1% -$372 0.13% 93
2015
Q2 		$258K Buy
+8,889
New +$259K 0.13% 93

Other funds holding FNCL

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

Lynch & Associates's FNCL Position: Q2 2026 in Review

Lynch & Associates increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 12% in Q2 2026, buying an estimated $345K and bringing the position to 41,958 shares worth $3.21M. The position accounts for 0.56% of the portfolio, ranked #49.

Lynch & Associates first reported a position in FNCL in Q2 2015 and has held it in 45 quarters since. 42 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Lynch & Associates held 41,958 shares of Fidelity MSCI Financials Index ETF worth $3.21M as of Q2 2026.
  • Lynch & Associates bought 4,655 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $345K.
  • Fidelity MSCI Financials Index ETF made up 0.56% of Lynch & Associates's portfolio in Q2 2026, its #49 holding.
  • Lynch & Associates first reported a position in Fidelity MSCI Financials Index ETF in Q2 2015 and has held it in 45 quarters since.
  • 42 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.