Pines Wealth Management’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Pines Wealth Management's FFSM Position: Q2 2026 in Review

Pines Wealth Management increased its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 41% in Q2 2026, buying an estimated $285K and bringing the position to 27,662 shares worth $1.06M. The position accounts for 0.3% of the portfolio, ranked #87.

Pines Wealth Management first reported a position in FFSM in Q4 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

• Pines Wealth Management held 27,662 shares of Fidelity Fundamental Small-Mid Cap ETF worth $1.06M as of Q2 2026.
• Pines Wealth Management bought 7,980 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $285K.
• Fidelity Fundamental Small-Mid Cap ETF made up 0.3% of Pines Wealth Management's portfolio in Q2 2026, its #87 holding.
• Pines Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
• 85 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.