William Blair & Company
FNCL icon

William Blair & Company’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

William Blair & Company’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 		$47.5K Sell
677
-75
-10% -$5.57K ﹤0.01% 1699
2025
Q4 		$58.5K Hold
752
– – ﹤0.01% 1635
2025
Q3 		$57.4K Hold
752
– – ﹤0.01% 1622
2025
Q2 		$55.7K Hold
752
– – ﹤0.01% 1600
2025
Q1 		$52.3K Sell
752
-1,386
-65% -$98.2K ﹤0.01% 1585
2024
Q4 		$147K Buy
2,138
+1,250
+141% +$85.9K ﹤0.01% 1487
2024
Q3 		$56.7K Hold
888
– – ﹤0.01% 1612
2024
Q2 		$51.5K Buy
888
+364
+69% +$21.1K ﹤0.01% 1596
2024
Q1 		$31.1K Hold
524
– – ﹤0.01% 1648
2023
Q4 		$28.1K Hold
524
– – ﹤0.01% 1639
2023
Q3 		$24.4K Buy
524
+74
+16% +$3.58K ﹤0.01% 1664
2023
Q2 		$21.2K Sell
450
-170
-27% -$7.72K ﹤0.01% 1688
2023
Q1 		$28K Buy
620
+426
+220% +$20.9K ﹤0.01% 1656
2022
Q4 		$9.3K Hold
194
– – ﹤0.01% 1738
2022
Q3 		$8K Sell
194
-207
-52% -$9.73K ﹤0.01% 1747
2022
Q2 		$18K Sell
401
-9
-2% -$440 ﹤0.01% 1738
2022
Q1 		$22K Sell
410
-23
-5% -$1.28K ﹤0.01% 1782
2021
Q4 		$24K Buy
433
+239
+123% +$13.5K ﹤0.01% 1839
2021
Q3 		$10K Buy
194
+24
+14% +$1.28K ﹤0.01% 1801
2021
Q2 		$9K Buy
170
+20
+13% +$1.05K ﹤0.01% 1821
2021
Q1 		$7K Hold
150
– – ﹤0.01% 1805
2020
Q4 		$6K Buy
+150
New +$5.73K ﹤0.01% 1767
2020
Q3 		– Sell
-75
Closed -$2K – 1737
2020
Q2 		$2K Hold
75
– – ﹤0.01% 1646
2020
Q1 		$2K Hold
75
– – ﹤0.01% 1622
2019
Q4 		$3K Buy
+75
New +$3.18K ﹤0.01% 1690

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
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
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

William Blair & Company's FNCL Position: Q1 2026 in Review

William Blair & Company reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 10% in Q1 2026, selling an estimated $5.57K and leaving 677 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

William Blair & Company first reported a position in FNCL in Q4 2019 and has held it in 25 quarters since. The position peaked at $147K in Q4 2024. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

  • William Blair & Company held 677 shares of Fidelity MSCI Financials Index ETF worth $47.5K as of Q1 2026.
  • William Blair & Company sold 75 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $5.57K.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1699 holding.
  • William Blair & Company first reported a position in Fidelity MSCI Financials Index ETF in Q4 2019 and has held it in 25 quarters since.
  • William Blair & Company's Fidelity MSCI Financials Index ETF position peaked at $147K in Q4 2024.
  • 250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.