RF
FNCL icon

Rossby Financial’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Rossby Financial’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 		$22.8K Buy
325
+24
+8% +$1.78K ﹤0.01% 964
2025
Q4 		$23.4K Hold
301
– – 0.01% 695
2025
Q3 		$22.8K Hold
301
– – 0.01% 693
2025
Q2 		$22.3K Hold
301
– – 0.01% 632
2025
Q1 		$20.2K Buy
+301
New +$21.3K 0.01% 619

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
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
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

Rossby Financial's FNCL Position: Q1 2026 in Review

Rossby Financial increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 8% in Q1 2026, buying an estimated $1.78K and bringing the position to 325 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Rossby Financial first reported a position in FNCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $23.4K in Q4 2025. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

  • Rossby Financial held 325 shares of Fidelity MSCI Financials Index ETF worth $22.8K as of Q1 2026.
  • Rossby Financial bought 24 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $1.78K.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #964 holding.
  • Rossby Financial first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's Fidelity MSCI Financials Index ETF position peaked at $23.4K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.