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Johnson Financial Group Inc (Wisconsin)’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q2 		– Sell
-2,713
Closed -$103K – 864
2026
Q1 		$103K Buy
2,713
+973
+56% +$38.3K ﹤0.01% 396
2025
Q4 		$65.7K Buy
+1,740
New +$64.9K ﹤0.01% 471

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Northwestern Mutual Wealth Management
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PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s FESM Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Fidelity Enhanced Small Cap Core ETF (FESM) in Q2 2026, closing a stake of 2,713 shares — an estimated $103K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in FESM in Q4 2025 and held it in 2 quarters. The position peaked at $103K in Q1 2026. 257 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Fidelity Enhanced Small Cap Core ETF position as of Q2 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 2,713 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $103K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2025 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Fidelity Enhanced Small Cap Core ETF position peaked at $103K in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.