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Croban’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Croban’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 		$4.94M Buy
130,070
+9,803
+8% +$386K 2.33% 15
2025
Q4 		$4.54M Buy
120,267
+56,575
+89% +$2.11M 2.19% 18
2025
Q3 		$2.33M Buy
63,692
+24,355
+62% +$837K 1.55% 21
2025
Q2 		$1.26M Buy
39,337
+2,819
+8% +$83.8K 1.07% 38
2025
Q1 		$1.08M Buy
36,518
+9,054
+33% +$290K 0.99% 39
2024
Q4 		$888K Buy
+27,464
New +$920K 0.87% 50
2023
Q4 		$888K Buy
+27,464
New +$726K 0.88% 50

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 $79.5B AUM 27.1% 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

Croban's FESM Position: Q1 2026 in Review

Croban increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 8.2% in Q1 2026, buying an estimated $386K and bringing the position to 130,070 shares worth $4.94M. The position accounts for 2.33% of the portfolio, ranked #15.

Croban first reported a position in FESM in Q4 2023 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold FESM as of Q1 2026.

  • Croban held 130,070 shares of Fidelity Enhanced Small Cap Core ETF worth $4.94M as of Q1 2026.
  • Croban bought 9,803 Fidelity Enhanced Small Cap Core ETF shares in Q1 2026, an estimated $386K.
  • Fidelity Enhanced Small Cap Core ETF made up 2.33% of Croban's portfolio in Q1 2026, its #15 holding.
  • Croban first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2023 and has held it in 7 quarters since.
  • 208 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q1 2026.

Based on Croban's 13F filing for Q1 2026, filed 13 May 2026.