Truist Financial
FESM icon

Truist Financial’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Truist Financial’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.03M Buy
23,005
+2,657
+13% +$125K ﹤0.01% 1750
2026
Q2 		$983K Buy
20,348
+4,855
+31% +$213K ﹤0.01% 1790
2026
Q1 		$589K Buy
15,493
+4,417
+40% +$174K ﹤0.01% 1985
2025
Q4 		$418K Buy
11,076
+4,776
+76% +$178K ﹤0.01% 2137
2025
Q3 		$230K Buy
+6,300
New +$216K ﹤0.01% 2474

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial's FESM Position: Q3 2026 in Review

Truist Financial increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 13% in Q3 2026, buying an estimated $125K and bringing the position to 23,005 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Truist Financial first reported a position in FESM in Q3 2025 and has held it in 5 quarters since. 198 funds tracked by Wall St. Rank hold FESM as of Q3 2026.

  • Truist Financial held 23,005 shares of Fidelity Enhanced Small Cap Core ETF worth $1.03M as of Q3 2026.
  • Truist Financial bought 2,657 Fidelity Enhanced Small Cap Core ETF shares in Q3 2026, an estimated $125K.
  • Fidelity Enhanced Small Cap Core ETF made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1750 holding.
  • Truist Financial first reported a position in Fidelity Enhanced Small Cap Core ETF in Q3 2025 and has held it in 5 quarters since.
  • 198 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.