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Steigerwald Gordon & Koch’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Steigerwald Gordon & Koch’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 		$14.1K Hold
184
– – ﹤0.01% 490
2026
Q1 		$12.9K Hold
184
– – ﹤0.01% 490
2025
Q4 		$14.3K Hold
184
– – ﹤0.01% 503
2025
Q3 		$14.1K Buy
+184
New +$13.9K ﹤0.01% 482

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

Steigerwald Gordon & Koch's FNCL Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 184 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Steigerwald Gordon & Koch first reported a position in FNCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.3K in Q4 2025. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Steigerwald Gordon & Koch held 184 shares of Fidelity MSCI Financials Index ETF worth $14.1K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #490 holding.
  • Steigerwald Gordon & Koch first reported a position in Fidelity MSCI Financials Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Fidelity MSCI Financials Index ETF position peaked at $14.3K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.