PSF
FNCL icon

Pacific Sun Financial’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Pacific Sun Financial’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 		$924K Buy
12,063
+661
+6% +$49K 0.38% 79
2026
Q1 		$800K Buy
11,402
+2,491
+28% +$185K 0.39% 75
2025
Q4 		$693K Buy
8,911
+390
+5% +$29.5K 0.33% 84
2025
Q3 		$650K Buy
8,521
+234
+3% +$17.6K 0.31% 91
2025
Q2 		$614K Buy
8,287
+313
+4% +$21.7K 0.32% 91
2025
Q1 		$554K Buy
7,974
+1,295
+19% +$91.8K 0.32% 96
2024
Q4 		$459K Buy
6,679
+861
+15% +$59.2K 0.25% 117
2024
Q3 		$372K Buy
5,818
+246
+4% +$15.1K 0.2% 131
2024
Q2 		$323K Buy
5,572
+11
+0.2% +$637 0.19% 137
2024
Q1 		$330K Sell
5,561
-15
-0.3% -$835 0.19% 138
2023
Q4 		$299K Sell
5,576
-3
-0.1% -$146 0.19% 135
2023
Q3 		$260K Sell
5,579
-780
-12% -$37.7K 0.18% 140
2023
Q2 		$287K Buy
+6,359
New +$289K 0.19% 137
2022
Q4 		$304K Sell
6,342
-58
-0.9% -$2.77K 0.21% 130
2022
Q3 		$276K Buy
6,400
+148
+2% +$6.96K 0.19% 138
2022
Q2 		$279K Buy
6,252
+147
+2% +$7.18K 0.18% 140
2022
Q1 		$331K Buy
6,105
+405
+7% +$22.5K 0.18% 137
2021
Q4 		$319K Buy
5,700
+35
+0.6% +$1.98K 0.17% 141
2021
Q3 		$304K Buy
+5,665
New +$302K 0.17% 136

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Pacific Sun Financial's FNCL Position: Q2 2026 in Review

Pacific Sun Financial increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 5.8% in Q2 2026, buying an estimated $49K and bringing the position to 12,063 shares worth $924K. The position accounts for 0.38% of the portfolio, ranked #79.

Pacific Sun Financial first reported a position in FNCL in Q3 2021 and has held it in 19 quarters since. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Pacific Sun Financial held 12,063 shares of Fidelity MSCI Financials Index ETF worth $924K as of Q2 2026.
  • Pacific Sun Financial bought 661 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $49K.
  • Fidelity MSCI Financials Index ETF made up 0.38% of Pacific Sun Financial's portfolio in Q2 2026, its #79 holding.
  • Pacific Sun Financial first reported a position in Fidelity MSCI Financials Index ETF in Q3 2021 and has held it in 19 quarters since.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.