SVB Wealth’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

SVB Wealth’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	$288K	Hold	3,762	–	–	0.02%	332
2026 Q1	$264K	Hold	3,762	–	–	0.02%	337
2025 Q4	$292K	Hold	3,762	–	–	0.02%	338
2025 Q3	$287K	Hold	3,762	–	–	0.02%	359
2025 Q2	$279K	Buy	+3,762	New	+$261K	0.01%	376
2025 Q1	–	Sell	-3,762	Closed	-$258K	–	1586
2024 Q4	$258K	Buy	+3,762	New	+$259K	﹤0.01%	605
2024 Q3	–	Sell	-3,762	Closed	-$218K	–	228
2024 Q2	$218K	Sell	3,762 -7,165	-66%	-$415K	0.01%	652
2024 Q1	$649K	Buy	10,927 +4,004	+58%	+$223K	0.01%	420
2023 Q4	$371K	Sell	6,923 -4,420	-39%	-$215K	0.01%	566
2023 Q3	$528K	Sell	11,343 -746	-6%	-$36.1K	0.01%	438
2023 Q2	$569K	Sell	12,089 -162	-1%	-$7.36K	0.01%	450
2023 Q1	$553K	Sell	12,251 -5,978	-33%	-$293K	0.01%	515
2022 Q4	$874K	Sell	18,229 -73	-0.4%	-$3.49K	0.01%	432
2022 Q3	$788K	Sell	18,302 -1,446	-7%	-$68K	0.01%	419
2022 Q2	$881K	Sell	19,748 -1,480	-7%	-$72.3K	0.01%	349
2022 Q1	$1.15M	Sell	21,228 -2,270	-10%	-$126K	0.02%	306
2021 Q4	$1.31M	Sell	23,498 -850	-3%	-$48K	0.02%	270
2021 Q3	$1.31M	Hold	24,348	–	–	0.02%	335
2021 Q2	$1.27M	Sell	24,348 -3,017	-11%	-$158K	0.02%	339
2021 Q1	$1.34M	Sell	27,365 -11,509	-30%	-$532K	0.02%	301
2020 Q4	$1.64M	Sell	38,874 -11,413	-23%	-$436K	0.02%	262
2020 Q3	$1.7M	Sell	50,287 -26,492	-35%	-$912K	0.03%	230
2020 Q2	$2.54M	Sell	76,779 -69,027	-47%	-$2.22M	0.05%	178
2020 Q1	$4.28M	Sell	145,806 -51,955	-26%	-$2.06M	0.1%	123
2019 Q4	$8.79M	Sell	197,761 -6,313	-3%	-$268K	0.16%	107
2019 Q3	$8.3M	Sell	204,074 -13,116	-6%	-$527K	0.17%	100
2019 Q2	$8.71M	Buy	+217,190	New	+$8.57M	0.29%	92

Other funds holding FNCL

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

SVB Wealth's FNCL Position: Q2 2026 in Review

SVB Wealth held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 3,762 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #332.

SVB Wealth first reported a position in FNCL in Q2 2019 and has held it in 27 quarters since. The position peaked at $8.79M in Q4 2019. 43 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

SVB Wealth held 3,762 shares of Fidelity MSCI Financials Index ETF worth $288K as of Q2 2026.
SVB Wealth left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Financials Index ETF made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #332 holding.
SVB Wealth first reported a position in Fidelity MSCI Financials Index ETF in Q2 2019 and has held it in 27 quarters since.
SVB Wealth's Fidelity MSCI Financials Index ETF position peaked at $8.79M in Q4 2019.
43 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.