SYM Financial Corp’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

SYM Financial Corp’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	$38.3K	Buy	+500	New	+$37K	﹤0.01%	443
2026 Q1	–	Sell	-500	Closed	-$38.9K	–	433
2025 Q4	$38.9K	Buy	+500	New	+$37.8K	﹤0.01%	367
2025 Q3	–	Sell	-700	Closed	-$51.8K	–	430
2025 Q2	$51.8K	Buy	+700	New	+$48.5K	0.01%	360
2024 Q2	–	Sell	-1,100	Closed	-$65.3K	–	267
2024 Q1	$65.3K	Sell	1,100 -3,325	-75%	-$185K	0.01%	121
2023 Q4	$237K	Sell	4,425 -1,840	-29%	-$89.6K	0.04%	88
2023 Q3	$292K	Buy	+6,265	New	+$303K	0.05%	68

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

SYM Financial Corp's FNCL Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026: 500 shares worth $38.3K. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in FNCL as recently as Q4 2025.

SYM Financial Corp first reported a position in FNCL in Q3 2023 and has held it in 6 quarters since. The position peaked at $292K in Q3 2023. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

SYM Financial Corp held 500 shares of Fidelity MSCI Financials Index ETF worth $38.3K as of Q2 2026.
Fidelity MSCI Financials Index ETF was a new SYM Financial Corp position in Q2 2026.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #443 holding.
SYM Financial Corp first reported a position in Fidelity MSCI Financials Index ETF in Q3 2023 and has held it in 6 quarters since.
SYM Financial Corp's Fidelity MSCI Financials Index ETF position peaked at $292K in Q3 2023.
257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.