Bryn Mawr Trust »

Fidelity sml mid factr shares owned by Bryn Mawr Trust

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Bryn Mawr Trust from 13F filings

Historical chart of Bryn Mawr Trust investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by Bryn Mawr Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity sml mid factr by Bryn Mawr Trust

Quarter filed Position value Share count Share price at filing
2025-03-31 $27k 689 39.16
2024-12-31 $28k 689 41.17
2024-09-30 $29k 689 41.40

More positions owned by Bryn Mawr Trust

Comcast Corp Cl A (CMCSA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Procter & Gamble Company (PG)

View all positions for Bryn Mawr Trust

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Advocacy Wealth Management Services
Kestra Advisory Services
Atria Investments
Stifel Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Goldstone Financial Group
Cambridge Investment Research Advisors
Raymond James Financial

View all funds holding Fidelity sml mid factr