Panoramic Investment Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Panoramic Investment Advisors’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	$260K	Hold	3,400	–	–	0.12%	119
2026 Q1	$239K	Sell	3,400 -500	-13%	-$37.1K	0.13%	115
2025 Q4	$303K	Hold	3,900	–	–	0.16%	94
2025 Q3	$298K	Hold	3,900	–	–	0.17%	92
2025 Q2	$289K	Sell	3,900 -175	-4%	-$12.1K	0.18%	93
2025 Q1	$283K	Hold	4,075	–	–	0.19%	89
2024 Q4	$280K	Hold	4,075	–	–	0.18%	96
2024 Q3	$260K	Buy	+4,075	New	+$251K	0.18%	100
2024 Q1	$253K	Sell	4,255 -1,000	-19%	-$55.7K	0.19%	100
2023 Q4	$281K	Sell	5,255 -100	-2%	-$4.87K	0.24%	81
2023 Q3	$249K	Buy	+5,355	New	+$259K	0.23%	85
2022 Q4	$342K	Buy	+7,130	New	+$341K	0.35%	64

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

Panoramic Investment Advisors's FNCL Position: Q2 2026 in Review

Panoramic Investment Advisors held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 3,400 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #119.

Panoramic Investment Advisors first reported a position in FNCL in Q4 2022 and has held it in 12 quarters since. The position peaked at $342K in Q4 2022. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Panoramic Investment Advisors held 3,400 shares of Fidelity MSCI Financials Index ETF worth $260K as of Q2 2026.
Panoramic Investment Advisors left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Financials Index ETF made up 0.12% of Panoramic Investment Advisors's portfolio in Q2 2026, its #119 holding.
Panoramic Investment Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2022 and has held it in 12 quarters since.
Panoramic Investment Advisors's Fidelity MSCI Financials Index ETF position peaked at $342K in Q4 2022.
257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.