PCS
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Personal CFO Solutions’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Personal CFO Solutions’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 		– Sell
-116,387
Closed -$9.05M – 541
2025
Q4 		$9.05M Sell
116,387
-1,963
-2% -$148K 1.44% 11
2025
Q3 		$9.03M Sell
118,350
-946
-0.8% -$71.3K 1.59% 9
2025
Q2 		$8.83M Buy
119,296
+8,193
+7% +$568K 1.63% 9
2025
Q1 		$7.72M Buy
+111,103
New +$7.88M 1.57% 7
2024
Q4 		– Sell
-81,942
Closed -$5.23M – 516
2024
Q3 		$5.23M Buy
+81,942
New +$5.04M 0.73% 24
2023
Q1 		– Sell
-88,330
Closed -$4.23M – 488
2022
Q4 		$4.23M Buy
88,330
+2,400
+3% +$115K 0.9% 24
2022
Q3 		$3.7M Sell
85,930
-440
-0.5% -$20.7K 0.93% 26
2022
Q2 		$3.85M Sell
86,370
-24,774
-22% -$1.21M 0.9% 26
2022
Q1 		$6.02M Buy
+111,144
New +$6.16M 1.19% 17
2021
Q4 		– Sell
-5,103
Closed -$274K – 486
2021
Q3 		$274K Buy
5,103
+724
+17% +$38.6K 0.06% 314
2021
Q2 		$229K Sell
4,379
-1,232
-22% -$64.5K 0.05% 373
2021
Q1 		$275K Buy
5,611
+354
+7% +$16.4K 0.06% 287
2020
Q4 		$222K Buy
+5,257
New +$201K 0.05% 334
2020
Q3 		– Sell
-87,019
Closed -$2.88M – 210
2020
Q2 		$2.88M Buy
87,019
+5,548
+7% +$179K 0.85% 26
2020
Q1 		$2.39M Sell
81,471
-13,221
-14% -$524K 0.86% 27
2019
Q4 		$4.21M Buy
+94,692
New +$4.02M 1.2% 11

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $375M AUM 25.78% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Personal CFO Solutions's FNCL Position: Q1 2026 in Review

Personal CFO Solutions sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2026, closing a stake of 116,387 shares — an estimated $9.05M sold.

Personal CFO Solutions first reported a position in FNCL in Q4 2019 and held it in 16 quarters. The position peaked at $9.05M in Q4 2025. 253 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

  • Personal CFO Solutions reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 116,387 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $9.05M.
  • Personal CFO Solutions first reported a position in Fidelity MSCI Financials Index ETF in Q4 2019 and held it in 16 quarters.
  • Personal CFO Solutions's Fidelity MSCI Financials Index ETF position peaked at $9.05M in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.