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

Sage Mountain 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	$130K	Hold	1,697	–	–	0.01%	239
2026 Q1	$119K	Sell	1,697 -6	-0.4%	-$445	0.01%	220
2025 Q4	$132K	Buy	1,703 +17	+1%	+$1.28K	0.01%	494
2025 Q3	$129K	Hold	1,686	–	–	0.01%	481
2025 Q2	$125K	Hold	1,686	–	–	0.01%	428
2025 Q1	$117K	Hold	1,686	–	–	0.01%	405
2024 Q4	$116K	Hold	1,686	–	–	0.01%	404
2024 Q3	$108K	Buy	+1,686	New	+$104K	0.01%	419

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

Sage Mountain Advisors's FNCL Position: Q2 2026 in Review

Sage Mountain Advisors held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 1,697 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #239.

Sage Mountain Advisors first reported a position in FNCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $132K in Q4 2025. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Sage Mountain Advisors held 1,697 shares of Fidelity MSCI Financials Index ETF worth $130K as of Q2 2026.
Sage Mountain Advisors left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Financials Index ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #239 holding.
Sage Mountain Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q3 2024 and has held it in 8 quarters since.
Sage Mountain Advisors's Fidelity MSCI Financials Index ETF position peaked at $132K in Q4 2025.
257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.