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Fidelity sml mid factr shares owned by Rockefeller Capital Management

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Rockefeller Capital Management from 13F filings

Historical chart of Rockefeller Capital Management investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by Rockefeller Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity sml mid factr by Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $903k 21k 44.01
2025-06-30 $847k 20k 41.47
2025-03-31 $631k 16k 39.16

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View all positions for Rockefeller Capital Management

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
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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