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

Larson Financial Group’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	$15.6K	Sell	323 -128	-28%	-$5.63K	﹤0.01%	2153
2026 Q1	$17.2K	Sell	451 -7	-2%	-$276	﹤0.01%	1934
2025 Q4	$17.3K	Buy	458 +1	+0.2%	+$37	﹤0.01%	1800
2025 Q3	$16.7K	Sell	457 -87	-16%	-$2.99K	﹤0.01%	1740
2025 Q2	$17.4K	Sell	544 -189	-26%	-$5.62K	﹤0.01%	1552
2025 Q1	$21.6K	Buy	733 +2	+0.3%	+$64	﹤0.01%	1333
2024 Q4	$23.6K	Sell	731 -144	-16%	-$4.82K	﹤0.01%	1157
2024 Q3	$28.2K	Buy	875 +1	+0.1%	+$31	﹤0.01%	1087
2024 Q2	$25.4K	Sell	874 -157	-15%	-$4.53K	﹤0.01%	988
2024 Q1	$31K	Sell	1,031 -657	-39%	-$18.7K	﹤0.01%	795
2023 Q4	$47.5K	Buy	+1,688	New	+$44.6K	﹤0.01%	663

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Larson Financial Group's FESM Position: Q2 2026 in Review

Larson Financial Group reduced its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 28% in Q2 2026, selling an estimated $5.63K and leaving 323 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Larson Financial Group first reported a position in FESM in Q4 2023 and has held it in 11 quarters since. The position peaked at $47.5K in Q4 2023. 256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Larson Financial Group held 323 shares of Fidelity Enhanced Small Cap Core ETF worth $15.6K as of Q2 2026.
Larson Financial Group sold 128 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $5.63K.
Fidelity Enhanced Small Cap Core ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2153 holding.
Larson Financial Group first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2023 and has held it in 11 quarters since.
Larson Financial Group's Fidelity Enhanced Small Cap Core ETF position peaked at $47.5K in Q4 2023.
256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.