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West Branch Capital’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

West Branch Capital’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 		$93.8K Sell
1,225
-200
-14% -$14.8K 0.02% 114
2026
Q1 		$100K Hold
1,425
– – 0.03% 108
2025
Q4 		$111K Hold
1,425
– – 0.03% 107
2025
Q3 		$109K Hold
1,425
– – 0.03% 111
2025
Q2 		$106K Sell
1,425
-100
-7% -$6.94K 0.03% 111
2025
Q1 		$106K Sell
1,525
-205
-12% -$14.5K 0.04% 113
2024
Q4 		$119K Hold
1,730
– – 0.04% 106
2024
Q3 		$110K Hold
1,730
– – 0.04% 114
2024
Q2 		$100K Hold
1,730
– – 0.04% 124
2024
Q1 		$103K Hold
1,730
– – 0.04% 123
2023
Q4 		$92.6K Hold
1,730
– – 0.04% 124
2023
Q3 		$80.5K Hold
1,730
– – 0.04% 128
2023
Q2 		$81.4K Hold
1,730
– – 0.04% 126
2023
Q1 		$78K Sell
1,730
-505
-23% -$24.7K 0.04% 129
2022
Q4 		$107K Hold
2,235
– – 0.07% 119
2022
Q3 		$96K Hold
2,235
– – 0.06% 122
2022
Q2 		$100K Sell
2,235
-657
-23% -$32.1K 0.06% 120
2022
Q1 		$157K Sell
2,892
-380
-12% -$21.1K 0.08% 97
2021
Q4 		$183K Sell
3,272
-800
-20% -$45.2K 0.08% 93
2021
Q3 		$219K Sell
4,072
-210
-5% -$11.2K 0.11% 78
2021
Q2 		$224K Hold
4,282
– – 0.11% 83
2021
Q1 		$210K Buy
+4,282
New +$198K 0.12% 86
2020
Q1 		– Sell
-4,962
Closed -$220K – 80
2019
Q4 		$220K Sell
4,962
-300
-6% -$12.7K 0.15% 88
2019
Q3 		$214K Sell
5,262
-785
-13% -$31.5K 0.16% 85
2019
Q2 		$242K Sell
6,047
-1,020
-14% -$40.2K 0.2% 84
2019
Q1 		$265K Sell
7,067
-445
-6% -$16.8K 0.24% 69
2018
Q4 		$260K Sell
7,512
-1,170
-13% -$44.2K 0.27% 63
2018
Q3 		$350K Buy
8,682
+237
+3% +$9.74K 0.26% 69
2018
Q2 		$331K Buy
8,445
+1,862
+28% +$75.5K 0.26% 72
2018
Q1 		$266K Buy
+6,583
New +$276K 0.29% 58

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

West Branch Capital's FNCL Position: Q2 2026 in Review

West Branch Capital reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 14% in Q2 2026, selling an estimated $14.8K and leaving 1,225 shares worth $93.8K. The position accounts for 0.02% of the portfolio, ranked #114.

West Branch Capital first reported a position in FNCL in Q1 2018 and has held it in 30 quarters since. The position peaked at $350K in Q3 2018. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • West Branch Capital held 1,225 shares of Fidelity MSCI Financials Index ETF worth $93.8K as of Q2 2026.
  • West Branch Capital sold 200 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $14.8K.
  • Fidelity MSCI Financials Index ETF made up 0.02% of West Branch Capital's portfolio in Q2 2026, its #114 holding.
  • West Branch Capital first reported a position in Fidelity MSCI Financials Index ETF in Q1 2018 and has held it in 30 quarters since.
  • West Branch Capital's Fidelity MSCI Financials Index ETF position peaked at $350K in Q3 2018.
  • 255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.