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 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 $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Panoramic Investment Advisors's FNCL Position: Q1 2026 in Review

Panoramic Investment Advisors reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 13% in Q1 2026, selling an estimated $37.1K and leaving 3,400 shares worth $239K. The position accounts for 0.13% of the portfolio, ranked #115.

Panoramic Investment Advisors first reported a position in FNCL in Q4 2022 and has held it in 11 quarters since. The position peaked at $342K in Q4 2022. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

Panoramic Investment Advisors held 3,400 shares of Fidelity MSCI Financials Index ETF worth $239K as of Q1 2026.
Panoramic Investment Advisors sold 500 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $37.1K.
Fidelity MSCI Financials Index ETF made up 0.13% of Panoramic Investment Advisors's portfolio in Q1 2026, its #115 holding.
Panoramic Investment Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Fidelity MSCI Financials Index ETF position peaked at $342K in Q4 2022.
250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.