PF
FFSM icon

PlanVest Financial’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

PlanVest Financial’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
Q2 		$688 Hold
18
– – ﹤0.01% 556
2026
Q1 		$575 Buy
+18
New +$589 ﹤0.01% 532

Other funds holding FFSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $165M AUM 23.53% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
KL
Keenan LLC Boston, Massachusetts $142M AUM
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
EFA
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

PlanVest Financial's FFSM Position: Q2 2026 in Review

PlanVest Financial held its Fidelity Fundamental Small-Mid Cap ETF (FFSM) position steady in Q2 2026 at 18 shares worth $688. The position accounts for ﹤0.01% of the portfolio, ranked #556.

PlanVest Financial first reported a position in FFSM in Q1 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • PlanVest Financial held 18 shares of Fidelity Fundamental Small-Mid Cap ETF worth $688 as of Q2 2026.
  • PlanVest Financial left its Fidelity Fundamental Small-Mid Cap ETF share count unchanged in Q2 2026.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #556 holding.
  • PlanVest Financial first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.