UBS Group
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UBS Group’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

UBS Group’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 		– Sell
-223
Closed -$7.13K – 11140
2026
Q1 		$7.13K Sell
223
-1,541
-87% -$50.5K ﹤0.01% 8620
2025
Q4 		$54.1K Buy
+1,764
New +$53K ﹤0.01% 7183
2025
Q3 		– Sell
-2,520
Closed -$68.5K – 11050
2025
Q2 		$68.5K Buy
+2,520
New +$64.3K ﹤0.01% 7527
2023
Q4 		– Sell
-153
Closed -$3.22K – 9979
2023
Q3 		$3.22K Sell
153
-753
-83% -$16.5K ﹤0.01% 7594
2023
Q2 		$19.7K Buy
+906
New +$18.7K ﹤0.01% 6877
2023
Q1 		– Sell
-478
Closed -$9.69K – 10519
2022
Q4 		$9.69K Sell
478
-183
-28% -$3.69K ﹤0.01% 8621
2022
Q3 		$12K Buy
661
+260
+65% +$5.24K ﹤0.01% 8191
2022
Q2 		$8K Sell
401
-1,581
-80% -$32.9K ﹤0.01% 8366
2022
Q1 		$45K Sell
1,982
-1,013
-34% -$23.1K ﹤0.01% 6612
2021
Q4 		$73K Sell
2,995
-257
-8% -$6.19K ﹤0.01% 6581
2021
Q3 		$75K Buy
3,252
+1,593
+96% +$36.7K ﹤0.01% 6037
2021
Q2 		$38K Buy
+1,659
New +$37.6K ﹤0.01% 6706

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

UBS Group's FFSM Position: Q2 2026 in Review

UBS Group sold out of Fidelity Fundamental Small-Mid Cap ETF (FFSM) in Q2 2026, closing a stake of 223 shares — an estimated $7.13K sold.

UBS Group first reported a position in FFSM in Q2 2021 and held it in 12 quarters. The position peaked at $75K in Q3 2021. 86 funds tracked by Wall St. Rank hold FFSM as of Q2 2026.

  • UBS Group reported no remaining Fidelity Fundamental Small-Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 223 Fidelity Fundamental Small-Mid Cap ETF shares in Q2 2026, an estimated $7.13K.
  • UBS Group first reported a position in Fidelity Fundamental Small-Mid Cap ETF in Q2 2021 and held it in 12 quarters.
  • UBS Group's Fidelity Fundamental Small-Mid Cap ETF position peaked at $75K in Q3 2021.
  • 86 funds tracked by Wall St. Rank held Fidelity Fundamental Small-Mid Cap ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.