Sava Pension Fund (Sava Penzisko Drushtvo)’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Sava Pension Fund (Sava Penzisko Drushtvo)’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	$13.1M	Sell	55,086 -286,786	-84%	-$21.3M	3.5%	10
2026 Q1	$24M	Hold	341,872	–	–	7.33%	4
2025 Q4	$26.6M	Hold	341,872	–	–	8.58%	3
2025 Q3	$26.1M	Buy	+341,872	New	+$25.7M	8.56%	3

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

Sava Pension Fund (Sava Penzisko Drushtvo)'s FNCL Position: Q2 2026 in Review

Sava Pension Fund (Sava Penzisko Drushtvo) reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 84% in Q2 2026, selling an estimated $21.3M and leaving 55,086 shares worth $13.1M. The position accounts for 3.5% of the portfolio, ranked #10.

Sava Pension Fund (Sava Penzisko Drushtvo) first reported a position in FNCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $26.6M in Q4 2025. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Sava Pension Fund (Sava Penzisko Drushtvo) held 55,086 shares of Fidelity MSCI Financials Index ETF worth $13.1M as of Q2 2026.
Sava Pension Fund (Sava Penzisko Drushtvo) sold 286,786 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $21.3M.
Fidelity MSCI Financials Index ETF made up 3.5% of Sava Pension Fund (Sava Penzisko Drushtvo)'s portfolio in Q2 2026, its #10 holding.
Sava Pension Fund (Sava Penzisko Drushtvo) first reported a position in Fidelity MSCI Financials Index ETF in Q3 2025 and has held it in 4 quarters since.
Sava Pension Fund (Sava Penzisko Drushtvo)'s Fidelity MSCI Financials Index ETF position peaked at $26.6M in Q4 2025.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Sava Pension Fund (Sava Penzisko Drushtvo)'s 13F filing for Q2 2026, filed 13 Aug 2026.