Bank of America
FSMD icon

Bank of America’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Bank of America’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
Q1 		$57.1M Buy
1,277,438
+141,664
+12% +$6.5M ﹤0.01% 1504
2025
Q4 		$50.1M Sell
1,135,774
-100,459
-8% -$4.4M ﹤0.01% 1559
2025
Q3 		$54.4M Buy
1,236,233
+119,420
+11% +$5.13M ﹤0.01% 1677
2025
Q2 		$46.3M Buy
1,116,813
+261,808
+31% +$10.3M ﹤0.01% 1770
2025
Q1 		$33.5M Buy
855,005
+449,846
+111% +$18.5M ﹤0.01% 1951
2024
Q4 		$16.7M Buy
405,159
+270,337
+201% +$11.5M ﹤0.01% 2475
2024
Q3 		$5.58M Buy
134,822
+48,306
+56% +$1.91M ﹤0.01% 3640
2024
Q2 		$3.26M Buy
86,516
+11,931
+16% +$449K ﹤0.01% 4015
2024
Q1 		$2.9M Buy
74,585
+2,380
+3% +$87.5K ﹤0.01% 4140
2023
Q4 		$2.62M Buy
72,205
+16,741
+30% +$553K ﹤0.01% 4140
2023
Q3 		$1.79M Buy
55,464
+978
+2% +$32.9K ﹤0.01% 4363
2023
Q2 		$1.82M Sell
54,486
-6,729
-11% -$216K ﹤0.01% 4303
2023
Q1 		$1.97M Sell
61,215
-1,854
-3% -$60.6K ﹤0.01% 4356
2022
Q4 		$1.98M Sell
63,069
-12,568
-17% -$395K ﹤0.01% 4267
2022
Q3 		$2.17M Sell
75,637
-87
-0.1% -$2.73K ﹤0.01% 4197
2022
Q2 		$2.25M Buy
75,724
+39,914
+111% +$1.28M ﹤0.01% 4206
2022
Q1 		$1.23M Buy
35,810
+185
+0.5% +$6.31K ﹤0.01% 5042
2021
Q4 		$1.28M Sell
35,625
-11,511
-24% -$404K ﹤0.01% 5005
2021
Q3 		$1.58M Buy
47,136
+2,114
+5% +$71.7K ﹤0.01% 4655
2021
Q2 		$1.52M Buy
45,022
+3,375
+8% +$114K ﹤0.01% 4539
2021
Q1 		$1.36M Buy
41,647
+6,400
+18% +$200K ﹤0.01% 4572
2020
Q4 		$1.01M Buy
35,247
+2,229
+7% +$59.3K ﹤0.01% 4501
2020
Q3 		$783K Buy
33,018
+9,541
+41% +$228K ﹤0.01% 4386
2020
Q2 		$537K Buy
23,477
+10,523
+81% +$226K ﹤0.01% 4559
2020
Q1 		$244K Buy
+12,954
New +$317K ﹤0.01% 4972

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Bank of America increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 12% in Q1 2026, buying an estimated $6.5M and bringing the position to 1,277,438 shares worth $57.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Bank of America first reported a position in FSMD in Q1 2020 and has held it in 25 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Bank of America held 1,277,438 shares of Fidelity Small-Mid Multifactor ETF worth $57.1M as of Q1 2026.
  • Bank of America bought 141,664 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $6.5M.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1504 holding.
  • Bank of America first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2020 and has held it in 25 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

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