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Perigon Wealth Management’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Perigon Wealth Management’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$759K Buy
14,360
+8,202
+133% +$406K 0.01% 696
2026
Q1 		$275K Hold
6,158
– – 0.01% 1055
2025
Q4 		$272K Buy
6,158
+208
+3% +$9.12K ﹤0.01% 1061
2025
Q3 		$262K Buy
+5,950
New +$256K 0.01% 1029

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Perigon Wealth Management's FSMD Position: Q2 2026 in Review

Perigon Wealth Management increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 133% in Q2 2026, buying an estimated $406K and bringing the position to 14,360 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #696.

Perigon Wealth Management first reported a position in FSMD in Q3 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Perigon Wealth Management held 14,360 shares of Fidelity Small-Mid Multifactor ETF worth $759K as of Q2 2026.
  • Perigon Wealth Management bought 8,202 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $406K.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #696 holding.
  • Perigon Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.