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Fidelity sml mid factr shares owned by Union Bankshares

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Union Bankshares from 13F filings

Historical chart of Union Bankshares investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity sml mid factr by Union Bankshares

Quarter filed Position value Share count Share price at filing
2025-09-30 $528 12 44.08
2025-06-30 $498 12 41.50

More positions owned by Union Bankshares

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares S&p 500 Index Fund Core S&p500 Etf (IVV)
Ishares S&p Midcap 400 Index Core S&p Mcp Etf (IJH)
Ishares Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Ishares Russell Midcap Index Fund Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc B Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)

View all positions for Union Bankshares

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