AssetMark Inc
FSMD icon

AssetMark Inc’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

AssetMark Inc’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.5K Buy
1,504
+1,164
+342% +$57.6K ﹤0.01% 1695
2026
Q1 		$15.2K Buy
340
+331
+3,678% +$15.2K ﹤0.01% 2155
2025
Q4 		$397 Hold
9
– – ﹤0.01% 3141
2025
Q3 		$396 Buy
+9
New +$387 ﹤0.01% 2967

Other funds holding FSMD

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GFM
GEN Financial Management Plymouth, Minnesota $167M AUM 14.58% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AssetMark Inc's FSMD Position: Q2 2026 in Review

AssetMark Inc increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 342% in Q2 2026, buying an estimated $57.6K and bringing the position to 1,504 shares worth $79.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

AssetMark Inc first reported a position in FSMD in Q3 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • AssetMark Inc held 1,504 shares of Fidelity Small-Mid Multifactor ETF worth $79.5K as of Q2 2026.
  • AssetMark Inc bought 1,164 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $57.6K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1695 holding.
  • AssetMark Inc first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

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