MHR
FNCL icon

Matthew Hamilton Rosenberg’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$222K Hold
2,928
– – 0.04% 214
2026
Q2 		$224K Hold
2,928
– – 0.04% 206
2026
Q1 		$206K Hold
2,928
– – 0.04% 207
2025
Q4 		$228K Hold
2,928
– – 0.05% 187
2025
Q3 		$224K Hold
2,928
– – 0.05% 190
2025
Q2 		$217K Hold
2,928
– – 0.05% 192
2025
Q1 		$204K Hold
2,928
– – 0.05% 186
2024
Q4 		$201K Hold
2,928
– – 0.05% 179
2024
Q3 		$187K Hold
2,928
– – 0.05% 203
2024
Q2 		$170K Hold
2,928
– – 0.05% 199
2024
Q1 		$173K Hold
2,928
– – 0.05% 209
2023
Q4 		$157K Hold
2,928
– – 0.05% 222
2023
Q3 		$136K Hold
2,928
– – 0.05% 235
2023
Q2 		$138K Buy
2,928
+1
+0% +$45 0.05% 235
2023
Q1 		$132K Hold
2,927
– – 0.04% 257
2022
Q4 		$140K Hold
2,927
– – 0.05% 246
2022
Q3 		$126K Hold
2,927
– – 0.05% 242
2022
Q2 		$133K Hold
2,927
– – 0.05% 242
2022
Q1 		$158K Hold
2,927
– – 0.06% 236
2021
Q4 		$164K Hold
2,927
– – 0.06% 220
2021
Q3 		$157K Hold
2,927
– – 0.06% 209
2021
Q2 		$153K Hold
2,927
– – 0.08% 181
2021
Q1 		$143K Hold
2,927
– – 0.08% 180
2020
Q4 		$124K Hold
2,927
– – 0.08% 193
2020
Q3 		$99K Hold
2,927
– – 0.07% 207
2020
Q2 		$97K Hold
2,927
– – 0.08% 199
2020
Q1 		$86K Buy
+2,927
New +$116K 0.09% 154

Other funds holding FNCL

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's FNCL Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q3 2026 at 2,928 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #214.

Matthew Hamilton Rosenberg first reported a position in FNCL in Q1 2020 and has held it in 27 quarters since. The position peaked at $228K in Q4 2025. 14 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

  • Matthew Hamilton Rosenberg held 2,928 shares of Fidelity MSCI Financials Index ETF worth $222K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Fidelity MSCI Financials Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Financials Index ETF made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #214 holding.
  • Matthew Hamilton Rosenberg first reported a position in Fidelity MSCI Financials Index ETF in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Fidelity MSCI Financials Index ETF position peaked at $228K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.