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

Envision Financial’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
Q3 		$5.43M Buy
120,718
+26,602
+28% +$1.25M 2.41% 14
2026
Q2 		$4.54M Buy
+94,116
New +$4.14M 2.09% 15

Other funds holding FESM

Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
MAG
Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $210M AUM 12% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
ANBOT
American National Bank of Texas Richardson, Texas $109M AUM 11.13% 1-Year Est. Return

Envision Financial's FESM Position: Q3 2026 in Review

Envision Financial increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 28% in Q3 2026, buying an estimated $1.25M and bringing the position to 120,718 shares worth $5.43M. The position accounts for 2.41% of the portfolio, ranked #14.

Envision Financial first reported a position in FESM in Q2 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

  • Envision Financial held 120,718 shares of Fidelity Enhanced Small Cap Core ETF worth $5.43M as of Q3 2026.
  • Envision Financial bought 26,602 Fidelity Enhanced Small Cap Core ETF shares in Q3 2026, an estimated $1.25M.
  • Fidelity Enhanced Small Cap Core ETF made up 2.41% of Envision Financial's portfolio in Q3 2026, its #14 holding.
  • Envision Financial first reported a position in Fidelity Enhanced Small Cap Core ETF in Q2 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.