Pensionmark Financial Group »

Fidelity msci finls idx shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Fidelity msci finls idx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci finls idx held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity msci finls idx by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $579k 9.1k 63.85
2024-06-30 $523k 9.0k 57.94
2024-03-31 $443k 7.5k 59.40

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Church & Dwight (CHD)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Ishares Tr Sp Smcp600vl Etf (IJS)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pensionmark Financial Group

Top funds holding Fidelity msci finls idx

Charles Schwab Investment Management
Agf Management
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
PFG Financial Advisors
Full Sail Capital
Kovitz Investment Group Partners
Advisor Group Holdings
Thrivent Financial for Lutherans
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Advisory Services Network
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co

View all funds holding Fidelity msci finls idx