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Fidelity sml mid factr shares owned by Parcion Private Wealth

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

Historical chart of Parcion Private Wealth investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity sml mid factr by Parcion Private Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $14M 350k 39.16
2024-12-31 $20M 491k 41.17
2024-09-30 $19M 469k 41.40

More positions owned by Parcion Private Wealth

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Eafe (IEFA)
Coinbase Global Com Cl A (COIN)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr National Mun Etf (MUB)
World Gold Tr Spdr Gld Minis (GLDM)
NVIDIA Corporation (NVDA)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares A I Inno (BAI)
Paccar (PCAR)

View all positions for Parcion Private Wealth

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