Wolff Wiese Magana’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Wolff Wiese Magana’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	$2.99K	Hold	39	–	–	﹤0.01%	746
2026 Q1	$2.74K	Hold	39	–	–	﹤0.01%	725
2025 Q4	$3.03K	Hold	39	–	–	﹤0.01%	677
2025 Q3	$2.98K	Hold	39	–	–	﹤0.01%	683
2025 Q2	$2.89K	Hold	39	–	–	﹤0.01%	659
2025 Q1	$2.71K	Hold	39	–	–	﹤0.01%	682
2024 Q4	$2.68K	Hold	39	–	–	﹤0.01%	657
2024 Q3	$2.49K	Hold	39	–	–	﹤0.01%	703
2024 Q2	$2.26K	Buy	+39	New	+$2.26K	﹤0.01%	525

Other funds holding FNCL

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wolff Wiese Magana's FNCL Position: Q2 2026 in Review

Wolff Wiese Magana held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 39 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Wolff Wiese Magana first reported a position in FNCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.03K in Q4 2025. 51 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Wolff Wiese Magana held 39 shares of Fidelity MSCI Financials Index ETF worth $2.99K as of Q2 2026.
Wolff Wiese Magana left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #746 holding.
Wolff Wiese Magana first reported a position in Fidelity MSCI Financials Index ETF in Q2 2024 and has held it in 9 quarters since.
Wolff Wiese Magana's Fidelity MSCI Financials Index ETF position peaked at $3.03K in Q4 2025.
51 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.