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MAI Capital Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

MAI Capital Management’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7M Buy
307,244
+7,230
+2% +$258K 0.04% 309
2026
Q1 		$9.59M Buy
300,014
+1,881
+0.6% +$61.6K 0.05% 287
2025
Q4 		$9.15M Sell
298,133
-875
-0.3% -$26.3K 0.05% 294
2025
Q3 		$8.73M Buy
+299,008
New +$8.48M 0.05% 280

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
Keenan LLC Boston, Massachusetts $142M AUM
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

MAI Capital Management's FFSM Position: Q2 2026 in Review

MAI Capital Management increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 2.4% in Q2 2026, buying an estimated $258K and bringing the position to 307,244 shares worth $11.7M. The position accounts for 0.04% of the portfolio, ranked #309.

MAI Capital Management first reported a position in FFSM in Q3 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • MAI Capital Management held 307,244 shares of Fidelity Fundamental Small-Mid Cap ETF worth $11.7M as of Q2 2026.
  • MAI Capital Management bought 7,230 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $258K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.04% of MAI Capital Management's portfolio in Q2 2026, its #309 holding.
  • MAI Capital Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.