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

Purkiss Capital 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	$321K	Buy	4,189 +262	+7%	+$19.4K	0.12%	135
2026 Q1	$276K	Buy	3,927 +174	+5%	+$12.9K	0.12%	133
2025 Q4	$292K	Sell	3,753 -470	-11%	-$35.5K	0.14%	127
2025 Q3	$322K	Buy	4,223 +1,363	+48%	+$103K	0.15%	115
2025 Q2	$212K	Sell	2,860 -75	-3%	-$5.2K	0.12%	140
2025 Q1	$204K	Buy	+2,935	New	+$208K	0.15%	106

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

Purkiss Capital Advisors's FNCL Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 6.7% in Q2 2026, buying an estimated $19.4K and bringing the position to 4,189 shares worth $321K. The position accounts for 0.12% of the portfolio, ranked #135.

Purkiss Capital Advisors first reported a position in FNCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $322K in Q3 2025. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Purkiss Capital Advisors held 4,189 shares of Fidelity MSCI Financials Index ETF worth $321K as of Q2 2026.
Purkiss Capital Advisors bought 262 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $19.4K.
Fidelity MSCI Financials Index ETF made up 0.12% of Purkiss Capital Advisors's portfolio in Q2 2026, its #135 holding.
Purkiss Capital Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and has held it in 6 quarters since.
Purkiss Capital Advisors's Fidelity MSCI Financials Index ETF position peaked at $322K in Q3 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.