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

Prasad Wealth 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	$266K	Hold	3,475	–	–	0.06%	132
2026 Q1	$244K	Hold	3,475	–	–	0.07%	125
2025 Q4	$270K	Hold	3,475	–	–	0.07%	114
2025 Q3	$265K	Hold	3,475	–	–	0.07%	108
2025 Q2	$257K	Hold	3,475	–	–	0.08%	101
2025 Q1	$242K	Buy	+3,475	New	+$246K	0.08%	101

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

Prasad Wealth Partners's FNCL Position: Q2 2026 in Review

Prasad Wealth Partners held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 3,475 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #132.

Prasad Wealth Partners first reported a position in FNCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $270K in Q4 2025. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Prasad Wealth Partners held 3,475 shares of Fidelity MSCI Financials Index ETF worth $266K as of Q2 2026.
Prasad Wealth Partners left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Financials Index ETF made up 0.06% of Prasad Wealth Partners's portfolio in Q2 2026, its #132 holding.
Prasad Wealth Partners first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and has held it in 6 quarters since.
Prasad Wealth Partners's Fidelity MSCI Financials Index ETF position peaked at $270K in Q4 2025.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.