Oliver Lagore Vanvalin Investment Group’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$20.1K	Buy	+289	New	+$20K	0.01%	336
2024 Q4	$19.8K	Sell	289 -19	-6%	-$1.31K	0.01%	365
2024 Q3	$19.7K	Buy	308 +19	+7%	+$1.17K	0.01%	345
2024 Q2	$16.7K	Hold	289	–	–	﹤0.01%	356
2024 Q1	$17.2K	Hold	289	–	–	0.01%	356
2023 Q4	$15.5K	Hold	289	–	–	0.01%	354
2023 Q3	$13.5K	Hold	289	–	–	0.01%	391
2023 Q2	$13.6K	Hold	289	–	–	0.01%	418
2023 Q1	$13K	Hold	289	–	–	0.01%	349
2022 Q4	$13.9K	Hold	289	–	–	0.01%	323
2022 Q3	$12K	Hold	289	–	–	0.01%	311
2022 Q2	$13K	Hold	289	–	–	0.01%	310
2022 Q1	$16K	Buy	+289	New	+$16K	0.01%	279

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FNCL Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q2 2025: 289 shares worth $20.1K. The stake represents 0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FNCL as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FNCL in Q1 2022 and has held it in 13 quarters since. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 289 shares of Fidelity MSCI Financials Index ETF worth $20.1K as of Q2 2025.
Fidelity MSCI Financials Index ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Fidelity MSCI Financials Index ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #336 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Fidelity MSCI Financials Index ETF in Q1 2022 and has held it in 13 quarters since.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.