Yoder Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Yoder Wealth Management’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 Q3	$7.9M	Sell	104,301 -234	-0.2%	-$18.9K	2.98%	6
2026 Q2	$8M	Buy	104,535 +10,886	+12%	+$807K	3.13%	5
2026 Q1	$6.57M	Buy	93,649 +11,835	+14%	+$879K	3%	7
2025 Q4	$6.36M	Buy	81,814 +13,304	+19%	+$1.01M	2.9%	9
2025 Q3	$5.23M	Buy	68,510 +5,351	+8%	+$403K	2.47%	13
2025 Q2	$4.68M	Buy	63,159 +922	+1%	+$63.9K	2.44%	13
2025 Q1	$4.33M	Buy	62,237 +3,824	+7%	+$271K	2.44%	12
2024 Q4	$4.01M	Buy	58,413 +6,835	+13%	+$470K	2.22%	11
2024 Q3	$3.29M	Buy	51,578 +3,653	+8%	+$225K	1.98%	17
2024 Q2	$2.78M	Sell	47,925 -1,855	-4%	-$107K	1.8%	18
2024 Q1	$2.96M	Sell	49,780 -211	-0.4%	-$11.7K	1.93%	16
2023 Q4	$2.68M	Buy	49,991 +4,187	+9%	+$204K	1.89%	17
2023 Q3	$2.13M	Buy	45,804 +3,728	+9%	+$180K	1.76%	16
2023 Q2	$1.98M	Buy	42,076 +6,638	+19%	+$301K	1.56%	19
2023 Q1	$1.6M	Buy	+35,438	New	+$1.74M	1.33%	23

Other funds holding FNCL

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Yoder Wealth Management's FNCL Position: Q3 2026 in Review

Yoder Wealth Management reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 0.22% in Q3 2026, selling an estimated $18.9K and leaving 104,301 shares worth $7.9M. The position accounts for 2.98% of the portfolio, ranked #6.

Yoder Wealth Management first reported a position in FNCL in Q1 2023 and has held it in 15 quarters since. The position peaked at $8M in Q2 2026. 45 funds tracked by Wall St. Rank hold FNCL as of Q3 2026.

Yoder Wealth Management held 104,301 shares of Fidelity MSCI Financials Index ETF worth $7.9M as of Q3 2026.
Yoder Wealth Management sold 234 Fidelity MSCI Financials Index ETF shares in Q3 2026, an estimated $18.9K.
Fidelity MSCI Financials Index ETF made up 2.98% of Yoder Wealth Management's portfolio in Q3 2026, its #6 holding.
Yoder Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q1 2023 and has held it in 15 quarters since.
Yoder Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $8M in Q2 2026.
45 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.