Pines Wealth Management
FFSM icon

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

Pines Wealth Management’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
Q3 		$907K Sell
26,822
-840
-3% -$30.6K 0.26% 96
2026
Q2 		$1.06M Buy
27,662
+7,980
+41% +$285K 0.3% 87
2026
Q1 		$629K Hold
19,682
– – 0.2% 114
2025
Q4 		$604K Buy
+19,682
New +$591K 0.2% 115

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KL
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Novem Group
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Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWS
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Buska Wealth Management
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BAM Wealth Management
BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

Pines Wealth Management's FFSM Position: Q3 2026 in Review

Pines Wealth Management reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 3% in Q3 2026, selling an estimated $30.6K and leaving 26,822 shares worth $907K. The position accounts for 0.26% of the portfolio, ranked #96.

Pines Wealth Management first reported a position in FFSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q2 2026. 25 funds tracked by Wall St. Rank hold FFSM as of Q3 2026.

  • Pines Wealth Management held 26,822 shares of Fidelity Fundamental Small-Mid Cap ETF worth $907K as of Q3 2026.
  • Pines Wealth Management sold 840 Fidelity Fundamental Small-Mid Cap ETF shares in Q3 2026, an estimated $30.6K.
  • Fidelity Fundamental Small-Mid Cap ETF made up 0.26% of Pines Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Pines Wealth Management first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Pines Wealth Management's Fidelity Fundamental Small-Mid Cap ETF position peaked at $1.06M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.