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 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Yoder Wealth Management's FNCL Position: Q2 2026 in Review

Yoder Wealth Management increased its Fidelity MSCI Financials Index ETF (FNCL) stake by 12% in Q2 2026, buying an estimated $807K and bringing the position to 104,535 shares worth $8M. The position accounts for 3.13% of the portfolio, ranked #5.

Yoder Wealth Management first reported a position in FNCL in Q1 2023 and has held it in 14 quarters since. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Yoder Wealth Management held 104,535 shares of Fidelity MSCI Financials Index ETF worth $8M as of Q2 2026.
Yoder Wealth Management bought 10,886 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $807K.
Fidelity MSCI Financials Index ETF made up 3.13% of Yoder Wealth Management's portfolio in Q2 2026, its #5 holding.
Yoder Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q1 2023 and has held it in 14 quarters since.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.