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

Procyon 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 		$13M Buy
169,501
+13,747
+9% +$1.02M 0.56% 41
2026
Q1 		$10.9M Buy
155,754
+25,067
+19% +$1.86M 0.54% 39
2025
Q4 		$10.2M Buy
130,687
+4,679
+4% +$354K 0.5% 43
2025
Q3 		$9.62M Buy
126,008
+11,492
+10% +$866K 0.57% 40
2025
Q2 		$8.48M Buy
114,516
+39,453
+53% +$2.74M 0.8% 30
2025
Q1 		$5.22M Buy
75,063
+9,707
+15% +$688K 0.32% 74
2024
Q4 		$4.49M Buy
+65,356
New +$4.49M 0.28% 80

Other funds holding FNCL

SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
HAP
Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Procyon Advisors's FNCL Position: Q2 2026 in Review

Procyon Advisors increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 8.8% in Q2 2026, buying an estimated $1.02M and bringing the position to 169,501 shares worth $13M. The position accounts for 0.56% of the portfolio, ranked #41.

Procyon Advisors first reported a position in FNCL in Q4 2024 and has held it in 7 quarters since. 81 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Procyon Advisors held 169,501 shares of Fidelity MSCI Financials Index ETF worth $13M as of Q2 2026.
  • Procyon Advisors bought 13,747 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $1.02M.
  • Fidelity MSCI Financials Index ETF made up 0.56% of Procyon Advisors's portfolio in Q2 2026, its #41 holding.
  • Procyon Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 81 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.