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

Stifel 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	$31.5M	Sell	595,405 -179,223	-23%	-$8.86M	0.03%	517
2026 Q1	$34.6M	Buy	774,628 +252,096	+48%	+$11.6M	0.03%	451
2025 Q4	$23.1M	Buy	522,532 +185,764	+55%	+$8.14M	0.02%	581
2025 Q3	$14.8M	Buy	336,768 +89,514	+36%	+$3.85M	0.01%	761
2025 Q2	$10.3M	Buy	247,254 +24,991	+11%	+$985K	0.01%	871
2025 Q1	$8.7M	Sell	222,263 -37,151	-14%	-$1.53M	0.01%	901
2024 Q4	$10.7M	Buy	259,414 +254,060	+4,745%	+$10.8M	0.01%	825
2024 Q3	$222K	Sell	5,354 -96	-2%	-$3.81K	﹤0.01%	3107
2024 Q2	$205K	Buy	+5,450	New	+$205K	﹤0.01%	3103
2023 Q3	–	Sell	-25,353	Closed	-$848K	–	3332
2023 Q2	$848K	Buy	+25,353	New	+$813K	﹤0.01%	2181

Other funds holding FSMD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Stifel Financial's FSMD Position: Q2 2026 in Review

Stifel Financial reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 23% in Q2 2026, selling an estimated $8.86M and leaving 595,405 shares worth $31.5M. The position accounts for 0.03% of the portfolio, ranked #517.

Stifel Financial first reported a position in FSMD in Q2 2023 and has held it in 10 quarters since. The position peaked at $34.6M in Q1 2026. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

Stifel Financial held 595,405 shares of Fidelity Small-Mid Multifactor ETF worth $31.5M as of Q2 2026.
Stifel Financial sold 179,223 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $8.86M.
Fidelity Small-Mid Multifactor ETF made up 0.03% of Stifel Financial's portfolio in Q2 2026, its #517 holding.
Stifel Financial first reported a position in Fidelity Small-Mid Multifactor ETF in Q2 2023 and has held it in 10 quarters since.
Stifel Financial's Fidelity Small-Mid Multifactor ETF position peaked at $34.6M in Q1 2026.
187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.