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Fidelity sml mid factr shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Fidelity sml mid factr

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

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Quarterly reported holdings in Fidelity sml mid factr by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 5.6k 44.01

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View all positions for Pensionmark Financial Group

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
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Envestnet Asset Management
Cetera Investment Advisers
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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