Truist Financial
FFSM icon

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

Truist 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 		$401K Sell
10,495
-564
-5% -$20.1K ﹤0.01% 2352
2026
Q1 		$353K Sell
11,059
-1,119
-9% -$36.6K ﹤0.01% 2298
2025
Q4 		$374K Sell
12,178
-2,666
-18% -$80.1K ﹤0.01% 2205
2025
Q3 		$434K Sell
14,844
-760
-5% -$21.6K ﹤0.01% 2106
2025
Q2 		$424K Sell
15,604
-688
-4% -$17.6K ﹤0.01% 2031
2025
Q1 		$411K Sell
16,292
-1,813
-10% -$48.9K ﹤0.01% 1969
2024
Q4 		$487K Sell
18,105
-4,919
-21% -$138K ﹤0.01% 1895
2024
Q3 		$632K Sell
23,024
-22,523
-49% -$592K ﹤0.01% 1745
2024
Q2 		$1.15M Sell
45,547
-102,840
-69% -$2.61M ﹤0.01% 1536
2024
Q1 		$3.89M Buy
+148,387
New +$3.61M 0.01% 987

Other funds holding FFSM

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
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM
MWS
MFA Wealth Services Thousand Oaks, California $167M AUM 20.54% 1-Year Est. Return

Truist Financial's FFSM Position: Q2 2026 in Review

Truist Financial reduced its Fidelity Fundamental Small-Mid Cap ETF (FFSM) stake by 5.1% in Q2 2026, selling an estimated $20.1K and leaving 10,495 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Truist Financial first reported a position in FFSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.89M in Q1 2024. 34 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • Truist Financial held 10,495 shares of Fidelity Fundamental Small-Mid Cap ETF worth $401K as of Q2 2026.
  • Truist Financial sold 564 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $20.1K.
  • Fidelity Fundamental Small-Mid Cap ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2352 holding.
  • Truist Financial first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • Truist Financial's Fidelity Fundamental Small-Mid Cap ETF position peaked at $3.89M in Q1 2024.
  • 34 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.