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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
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 $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Perigon Wealth Management's FSMD Position: Q1 2026 in Review

Perigon Wealth Management held its Fidelity Small-Mid Multifactor ETF (FSMD) position steady in Q1 2026 at 6,158 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #1055.

Perigon Wealth Management first reported a position in FSMD in Q3 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Perigon Wealth Management held 6,158 shares of Fidelity Small-Mid Multifactor ETF worth $275K as of Q1 2026.
  • Perigon Wealth Management left its Fidelity Small-Mid Multifactor ETF share count unchanged in Q1 2026.
  • Fidelity Small-Mid Multifactor ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1055 holding.
  • Perigon Wealth Management first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.