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 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 $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Purkiss Capital Advisors's FNCL Position: Q1 2026 in Review

Purkiss Capital Advisors increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 4.6% in Q1 2026, buying an estimated $12.9K and bringing the position to 3,927 shares worth $276K. The position accounts for 0.12% of the portfolio, ranked #133.

Purkiss Capital Advisors first reported a position in FNCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $322K in Q3 2025. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

Purkiss Capital Advisors held 3,927 shares of Fidelity MSCI Financials Index ETF worth $276K as of Q1 2026.
Purkiss Capital Advisors bought 174 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $12.9K.
Fidelity MSCI Financials Index ETF made up 0.12% of Purkiss Capital Advisors's portfolio in Q1 2026, its #133 holding.
Purkiss Capital Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and has held it in 5 quarters since.
Purkiss Capital Advisors's Fidelity MSCI Financials Index ETF position peaked at $322K in Q3 2025.
250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Purkiss Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.