Wells Fargo
FSMD icon

Wells Fargo’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Wells Fargo’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
Q1 		$28 Sell
1
-2,786
-100% -$128K ﹤0.01% 6722
2025
Q4 		$123K Buy
2,787
+2,639
+1,783% +$116K ﹤0.01% 5302
2025
Q3 		$6.52K Sell
148
-50
-25% -$2.15K ﹤0.01% 6028
2025
Q2 		$8.22K Buy
198
+197
+19,700% +$7.77K ﹤0.01% 5994
2025
Q1 		$34 Buy
+1
New +$41 ﹤0.01% 6531
2024
Q4 		– Sell
-1
Closed -$42 – 6948
2024
Q3 		$34 Sell
1
-426
-100% -$16.9K ﹤0.01% 6430
2024
Q2 		$16.1K Buy
+427
New +$16.1K ﹤0.01% 5635
2024
Q1 		– Hold
0
– – – 7248
2023
Q4 		– Sell
-1
Closed -$33 – 7343
2023
Q3 		$27 Hold
1
– – ﹤0.01% 7102
2023
Q2 		$17 Buy
+1
New +$32 ﹤0.01% 7333
2023
Q1 		– Sell
-1
Closed -$33 – 7552
2022
Q4 		$31 Hold
1
– – ﹤0.01% 7154
2022
Q3 		$0 Buy
+1
New +$31 ﹤0.01% 6878
2022
Q2 		– Sell
-1
Closed -$32 – 7023
2022
Q1 		$0 Hold
1
– – ﹤0.01% 7306
2021
Q4 		$0 Buy
+1
New +$35 ﹤0.01% 7409
2020
Q4 		– Sell
-1
Closed -$27 – 6644
2020
Q3 		$0 Hold
1
– – ﹤0.01% 6509
2020
Q2 		$0 Buy
+1
New +$21 ﹤0.01% 6461
2019
Q3 		– Sell
-15,652
Closed -$393K – 6489
2019
Q2 		$393K Sell
15,652
-112,348
-88% -$2.79M ﹤0.01% 4546
2019
Q1 		$3.15M Buy
+128,000
New +$3.14M ﹤0.01% 2975

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 $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Wells Fargo's FSMD Position: Q1 2026 in Review

Wells Fargo reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 100% in Q1 2026, selling an estimated $128K and leaving 1 share worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #6722.

Wells Fargo first reported a position in FSMD in Q1 2019 and has held it in 17 quarters since. The position peaked at $3.15M in Q1 2019. 171 funds tracked by Wall St. Rank hold FSMD as of Q1 2026.

  • Wells Fargo held 1 share of Fidelity Small-Mid Multifactor ETF worth $28 as of Q1 2026.
  • Wells Fargo sold 2,786 Fidelity Small-Mid Multifactor ETF shares in Q1 2026, an estimated $128K.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6722 holding.
  • Wells Fargo first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2019 and has held it in 17 quarters since.
  • Wells Fargo's Fidelity Small-Mid Multifactor ETF position peaked at $3.15M in Q1 2019.
  • 171 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.