Wagner Bowman Management »

Fidelity sml mid factr shares owned by Wagner Bowman Management

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

Historical chart of Wagner Bowman 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 Wagner Bowman Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity sml mid factr by Wagner Bowman Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $300k 6.6k 45.22

More positions owned by Wagner Bowman Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Dynamic Eqty Act (BDYN)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Wagner Bowman Management

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
Envestnet Asset Management
Bank of America Corporation
Kestra Investment Management
LPL Financial
Sanctuary Advisors
Stifel Financial
Atria Investments
Cetera Investment Advisers
Advocacy Wealth Management Services
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Resources Investment Advisors

View all funds holding Fidelity sml mid factr