Menora Mivtachim Holdings’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Menora Mivtachim Holdings’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 Q1	$7M	Sell	219,125 -19,437	-8%	-$636K	0.03%	109
2025 Q4	$7.32M	Buy	238,562 +15,552	+7%	+$467K	0.03%	97
2025 Q3	$6.51M	Sell	223,010 -4,544	-2%	-$129K	0.03%	100
2025 Q2	$6.19M	Buy	227,554 +81,695	+56%	+$2.08M	0.04%	96
2025 Q1	$3.68M	Buy	+145,859	New	+$3.93M	0.02%	96

Other funds holding FFSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

EFA

Evernest Financial Advisors Carmel, Indiana $481M AUM 19.97% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Keenan LLC Boston, Massachusetts $119M AUM

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Menora Mivtachim Holdings's FFSM Position: Q1 2026 in Review

Menora Mivtachim Holdings reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 8.1% in Q1 2026, selling an estimated $636K and leaving 219,125 shares worth $7M. The position accounts for 0.03% of the portfolio, ranked #109.

Menora Mivtachim Holdings first reported a position in FFSM in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.32M in Q4 2025. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

Menora Mivtachim Holdings held 219,125 shares of Fidelity Fundamental Small-Mid Cap ETF worth $7M as of Q1 2026.
Menora Mivtachim Holdings sold 19,437 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $636K.
Fidelity Fundamental Small-Mid Cap ETF made up 0.03% of Menora Mivtachim Holdings's portfolio in Q1 2026, its #109 holding.
Menora Mivtachim Holdings first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2025 and has held it in 5 quarters since.
Menora Mivtachim Holdings's Fidelity Fundamental Small-Mid Cap ETF position peaked at $7.32M in Q4 2025.
75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.