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Fidelity sml mid factr shares owned by Global Financial Private Client

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Global Financial Private Client from 13F filings

Historical chart of Global Financial Private Client investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by Global Financial Private Client consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity sml mid factr by Global Financial Private Client

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 28k 44.01
2025-06-30 $672k 16k 41.47

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View all positions for Global Financial Private Client

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