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

Sovran 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 		$233K Sell
2,878
-4
-0.1% -$296 0.02% 550
2026
Q1 		$214K Buy
2,882
+275
+11% +$20.4K 0.02% 543
2025
Q4 		$202K Buy
+2,607
New +$197K 0.02% 542

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Sovran Advisors's FNCL Position: Q2 2026 in Review

Sovran Advisors reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.14% in Q2 2026, selling an estimated $296 and leaving 2,878 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #550.

Sovran Advisors first reported a position in FNCL in Q4 2025 and has held it in 3 quarters since. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Sovran Advisors held 2,878 shares of Fidelity MSCI Financials Index ETF worth $233K as of Q2 2026.
  • Sovran Advisors sold 4 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $296.
  • Fidelity MSCI Financials Index ETF made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #550 holding.
  • Sovran Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

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