Bank of America
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Bank of America’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Bank of America’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
Q1 		– Sell
-20,708
Closed -$636K – 6982
2025
Q4 		$636K Buy
+20,708
New +$622K ﹤0.01% 4782
2022
Q1 		– Sell
-161
Closed -$4K – 8844
2021
Q4 		$4K Buy
+161
New +$3.88K ﹤0.01% 7896

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
EFA
Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
KL
Keenan LLC Boston, Massachusetts $119M AUM
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Bank of America's FFSM Position: Q1 2026 in Review

Bank of America sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q1 2026, closing a stake of 20,708 shares — an estimated $636K sold.

Bank of America first reported a position in FFSM in Q4 2021 and held it in 2 quarters. The position peaked at $636K in Q4 2025. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

  • Bank of America reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 20,708 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $636K.
  • Bank of America first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2021 and held it in 2 quarters.
  • Bank of America's Fidelity Fundamental Small-Mid Cap ETF position peaked at $636K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.