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PlanVest Financial’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

PlanVest Financial’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 		$184K Sell
3,475
-405
-10% -$20K 0.12% 106
2026
Q1 		$174K Buy
+3,880
New +$178K 0.13% 99

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 $3.94B 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 $1.37T AUM 24.88% 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

PlanVest Financial's FSMD Position: Q2 2026 in Review

PlanVest Financial reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 10% in Q2 2026, selling an estimated $20K and leaving 3,475 shares worth $184K. The position accounts for 0.12% of the portfolio, ranked #106.

PlanVest Financial first reported a position in FSMD in Q1 2026 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • PlanVest Financial held 3,475 shares of Fidelity Small-Mid Multifactor ETF worth $184K as of Q2 2026.
  • PlanVest Financial sold 405 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $20K.
  • Fidelity Small-Mid Multifactor ETF made up 0.12% of PlanVest Financial's portfolio in Q2 2026, its #106 holding.
  • PlanVest Financial first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2026 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

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