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 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 $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SYM Financial Corp's FNCL Position: Q1 2026 in Review

SYM Financial Corp sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2026, closing a stake of 500 shares — an estimated $38.9K sold.

SYM Financial Corp first reported a position in FNCL in Q3 2023 and held it in 5 quarters. The position peaked at $292K in Q3 2023. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

SYM Financial Corp reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2026 after selling out during the quarter.
SYM Financial Corp sold 500 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $38.9K.
SYM Financial Corp first reported a position in Fidelity MSCI Financials Index ETF in Q3 2023 and held it in 5 quarters.
SYM Financial Corp's Fidelity MSCI Financials Index ETF position peaked at $292K in Q3 2023.
250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.