&Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

&Partners’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	$937K	Buy	12,234 +3,376	+38%	+$250K	﹤0.01%	1454
2026 Q1	$624K	Sell	8,858 -1,975	-18%	-$147K	﹤0.01%	1572
2025 Q4	$842K	Buy	10,833 +1,830	+20%	+$138K	﹤0.01%	1316
2025 Q3	$687K	Sell	9,003 -216	-2%	-$16.3K	﹤0.01%	1273
2025 Q2	$683K	Buy	9,219 +1,774	+24%	+$123K	0.01%	1180
2025 Q1	$512K	Buy	7,445 +3,370	+83%	+$239K	0.01%	1122
2024 Q4	$282K	Buy	4,075 +107	+3%	+$7.35K	﹤0.01%	1370
2024 Q3	$253K	Buy	+3,968	New	+$244K	﹤0.01%	1191

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

&Partners's FNCL Position: Q2 2026 in Review

&Partners increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 38% in Q2 2026, buying an estimated $250K and bringing the position to 12,234 shares worth $937K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

&Partners first reported a position in FNCL in Q3 2024 and has held it in 8 quarters since. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

&Partners held 12,234 shares of Fidelity MSCI Financials Index ETF worth $937K as of Q2 2026.
&Partners bought 3,376 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $250K.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1454 holding.
&Partners first reported a position in Fidelity MSCI Financials Index ETF in Q3 2024 and has held it in 8 quarters since.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.