WA
FNCL icon

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

Waverly 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 		$10.7K Sell
140
-70
-33% -$5.19K ﹤0.01% 1735
2026
Q1 		$14.7K Hold
210
– – ﹤0.01% 1597
2025
Q4 		$16.3K Buy
+210
New +$15.9K ﹤0.01% 1463

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

Waverly Advisors's FNCL Position: Q2 2026 in Review

Waverly Advisors reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 33% in Q2 2026, selling an estimated $5.19K and leaving 140 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Waverly Advisors first reported a position in FNCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.3K in Q4 2025. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Waverly Advisors held 140 shares of Fidelity MSCI Financials Index ETF worth $10.7K as of Q2 2026.
  • Waverly Advisors sold 70 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $5.19K.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1735 holding.
  • Waverly Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Fidelity MSCI Financials Index ETF position peaked at $16.3K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.