Baird Financial Group
FESM icon

Baird Financial Group’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Baird Financial Group’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.3M Buy
377,214
+193,003
+105% +$7.6M 0.02% 458
2025
Q4 		$6.96M Buy
184,211
+76,534
+71% +$2.85M 0.01% 645
2025
Q3 		$3.94M Buy
+107,677
New +$3.7M 0.01% 826

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Baird Financial Group's FESM Position: Q1 2026 in Review

Baird Financial Group increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 105% in Q1 2026, buying an estimated $7.6M and bringing the position to 377,214 shares worth $14.3M. The position accounts for 0.02% of the portfolio, ranked #458.

Baird Financial Group first reported a position in FESM in Q3 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

  • Baird Financial Group held 377,214 shares of Fidelity Enhanced Small Cap Core ETF worth $14.3M as of Q1 2026.
  • Baird Financial Group bought 193,003 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $7.6M.
  • Fidelity Enhanced Small Cap Core ETF made up 0.02% of Baird Financial Group's portfolio in Q1 2026, its #458 holding.
  • Baird Financial Group first reported a position in Fidelity Enhanced Small Cap Core ETF in Q3 2025 and has held it in 3 quarters since.
  • 208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.