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

Meridian 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	$2.01M	Buy	26,295 +8,680	+49%	+$643K	0.06%	254
2026 Q1	$1.24M	Sell	17,615 -2,577	-13%	-$191K	0.04%	320
2025 Q4	$1.57M	Buy	20,192 +1,571	+8%	+$119K	0.06%	265
2025 Q3	$1.42M	Buy	18,621 +2,067	+12%	+$156K	0.05%	269
2025 Q2	$1.23M	Buy	16,554 +97	+0.6%	+$6.73K	0.05%	276
2025 Q1	$1.14M	Buy	16,457 +1,356	+9%	+$96.1K	0.06%	268
2024 Q4	$1.04M	Sell	15,101 -3,172	-17%	-$218K	0.05%	287
2024 Q3	$1.17M	Buy	+18,273	New	+$1.12M	0.06%	256
2017 Q2	–	Sell	-63,300	Closed	-$2.23M	–	169
2017 Q1	$2.23M	Buy	+63,300	New	+$2.25M	1.33%	19

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

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

Meridian Wealth Management increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 49% in Q2 2026, buying an estimated $643K and bringing the position to 26,295 shares worth $2.01M. The position accounts for 0.06% of the portfolio, ranked #254.

Meridian Wealth Management first reported a position in FNCL in Q1 2017 and has held it in 9 quarters since. The position peaked at $2.23M in Q1 2017. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Meridian Wealth Management held 26,295 shares of Fidelity MSCI Financials Index ETF worth $2.01M as of Q2 2026.
Meridian Wealth Management bought 8,680 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $643K.
Fidelity MSCI Financials Index ETF made up 0.06% of Meridian Wealth Management's portfolio in Q2 2026, its #254 holding.
Meridian Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q1 2017 and has held it in 9 quarters since.
Meridian Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $2.23M in Q1 2017.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.