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

Nations 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	$1.67M	Buy	34,519 +1,268	+4%	+$55.7K	0.08%	259
2026 Q1	$1.26M	Buy	33,251 +11,275	+51%	+$444K	0.07%	312
2025 Q4	$830K	Buy	21,976 +3,589	+20%	+$134K	0.04%	399
2025 Q3	$672K	Buy	+18,387	New	+$632K	0.04%	420

Other funds holding FESM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

PFA

Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

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

Nations Financial Group increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 3.8% in Q2 2026, buying an estimated $55.7K and bringing the position to 34,519 shares worth $1.67M. The position accounts for 0.08% of the portfolio, ranked #259.

Nations Financial Group first reported a position in FESM in Q3 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Nations Financial Group held 34,519 shares of Fidelity Enhanced Small Cap Core ETF worth $1.67M as of Q2 2026.
Nations Financial Group bought 1,268 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $55.7K.
Fidelity Enhanced Small Cap Core ETF made up 0.08% of Nations Financial Group's portfolio in Q2 2026, its #259 holding.
Nations Financial Group first reported a position in Fidelity Enhanced Small Cap Core ETF in Q3 2025 and has held it in 4 quarters since.
68 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.