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 Q3	$15.3K	Hold	453	–	–	﹤0.01%	2360
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 Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Acumen Wealth Advisors Chattanooga, Tennessee $546M AUM 26.68% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Keenan LLC Boston, Massachusetts $146M AUM 15.49% 1-Year Est. Return

Gaddis Premier Wealth Advisors Durant, Oklahoma $181M AUM 17.9% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

AssetMark Inc's FFSM Position: Q3 2026 in Review

AssetMark Inc held its Fidelity Fundamental Small-Mid Cap ETF (FFSM) position steady in Q3 2026 at 453 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

AssetMark Inc first reported a position in FFSM in Q3 2024 and has held it in 5 quarters since. The position peaked at $17.3K in Q2 2026. 53 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

AssetMark Inc held 453 shares of Fidelity Fundamental Small-Mid Cap ETF worth $15.3K as of Q3 2026.
AssetMark Inc left its Fidelity Fundamental Small-Mid Cap ETF share count unchanged in Q3 2026.
Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2360 holding.
AssetMark Inc first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2024 and has held it in 5 quarters since.
AssetMark Inc's Fidelity Fundamental Small-Mid Cap ETF position peaked at $17.3K in Q2 2026.
53 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.