National Bank of Canada’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

National Bank of Canada’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	$574K	Buy	17,928 +10,478	+141%	+$343K	﹤0.01%	1349
2025 Q4	$228K	Hold	7,450	–	–	﹤0.01%	1561
2025 Q3	$218K	Hold	7,450	–	–	﹤0.01%	1536
2025 Q2	$203K	Hold	7,450	–	–	﹤0.01%	1610
2025 Q1	$189K	Hold	7,450	–	–	﹤0.01%	1539
2024 Q4	$200K	Buy	7,450 +2,450	+49%	+$68.5K	﹤0.01%	1615
2024 Q3	$137K	Hold	5,000	–	–	﹤0.01%	1467
2024 Q2	$125K	Hold	5,000	–	–	﹤0.01%	1434
2024 Q1	$129K	Hold	5,000	–	–	﹤0.01%	1490
2023 Q4	$117K	Buy	+5,000	New	+$107K	﹤0.01%	1537

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 $478M AUM 24% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

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

National Bank of Canada's FFSM Position: Q1 2026 in Review

National Bank of Canada increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 141% in Q1 2026, buying an estimated $343K and bringing the position to 17,928 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

National Bank of Canada first reported a position in FFSM in Q4 2023 and has held it in 10 quarters since. 75 funds tracked by Wall St. Rank hold FFSM as of Q1 2026.

National Bank of Canada held 17,928 shares of Fidelity Fundamental Small-Mid Cap ETF worth $574K as of Q1 2026.
National Bank of Canada bought 10,478 Fidelity Fundamental Small-Mid Cap ETF shares in Q1 2026, an estimated $343K.
Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1349 holding.
National Bank of Canada first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2023 and has held it in 10 quarters since.
75 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.