AssetMark Inc
FFSM icon

AssetMark Inc’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

AssetMark Inc’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.3K Buy
453
+327
+260% +$11.7K ﹤0.01% 2238
2026
Q1 		$4.04K Hold
126
– – ﹤0.01% 2649
2025
Q4 		$3.87K Buy
+126
New +$3.78K ﹤0.01% 2554
2024
Q4 		– Sell
-488
Closed -$13.4K – 2674
2024
Q3 		$13.4K Buy
+488
New +$12.8K ﹤0.01% 1578

Other funds holding FFSM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM
MWS
MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return

AssetMark Inc's FFSM Position: Q2 2026 in Review

AssetMark Inc increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 260% in Q2 2026, buying an estimated $11.7K and bringing the position to 453 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

AssetMark Inc first reported a position in FFSM in Q3 2024 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • AssetMark Inc held 453 shares of Fidelity Fundamental Small-Mid Cap ETF worth $17.3K as of Q2 2026.
  • AssetMark Inc bought 327 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $11.7K.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2238 holding.
  • AssetMark Inc first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.