FSMD — FIDELITY SMALL-MID MULTIFACTOR
As of Q2 2026, 13 SEC-registered investment managers reported holding FSMD (FIDELITY SMALL-MID MULTIFACTOR) in their latest 13F filings, with a combined reported value of $931.78M across 17.63M shares. That is -4.2% by share count (-777.33K shares) versus the previous quarter, while reported value moved +13.2%. Ownership is concentrated: the five largest holders account for 99.6% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 5 added to existing stakes, 5 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | Q2 2026 | 16.11M | $851.37M | 0.04% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.36M | $71.62M | 0.01% | Add |
| Two Sigma Investments history | Q2 2026 | 49.70K | $2.63M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 27.60K | $1.46M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 23.97K | $1.26M | 0.00% | New |
| BNY Mellon history | Q2 2026 | 18.02K | $952.27K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 16.19K | $855.48K | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 14.55K | $768.86K | 0.00% | Add |
| Renaissance Technologies history | Q2 2025 | 8.30K | $344.20K | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 5.39K | $284.95K | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 4.87K | $257.33K | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 3.07K | $162.09K | 0.00% | Hold |
| BlackRock Inc history | Q2 2026 | 2.56K | $135.27K | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 513 | $27.13K | 0.00% | Add |
| Citigroup Inc history | Q4 2021 | 35 | $1.00K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 23.97K sh · $1.26M
- BNY Mellon 18.02K sh · $952.27K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 15 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | — | 1 | 1 | — | — | — | 4 | 1 | 682 | 2.16K | 850 | 813 | 1.84K | 3.12K | 9.06M | 16.58M | 16.05M | 16.18M | 16.86M | 16.11M |
| Bank of America Corp | 47.14K | 35.62K | 35.81K | 75.72K | 75.64K | 63.07K | 61.22K | 54.49K | 55.46K | 72.20K | 74.58K | 86.52K | 134.82K | 405.16K | 855.00K | 1.12M | 1.24M | 1.14M | 1.28M | 1.36M |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 52.60K | — | 59.80K | 137.70K | 49.70K |
| Goldman Sachs Group | — | — | — | — | — | 66.45K | 59.19K | 51.05K | 35.97K | — | — | — | — | 20.50K | 41.96K | 90.24K | 116.00K | — | 62.58K | 27.60K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | 4.46K | 4.95K | 6.42K | 6.62K | 6.29K | 6.95K | 8.45K | 9.48K | 18.61K | 24.79K | 20.83K | — | 23.97K |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 18.02K |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | 50 | 50 | 50 | 75 | 3.34K | 3.32K | 16.06K | 16.19K |
| Morgan Stanley | — | — | — | — | 82 | 82 | 267 | 82 | 82 | 82 | 83 | 85 | 83 | 84 | 83 | 8.02K | 2.40K | 1.14K | 4.27K | 14.55K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 6.60K | 5.38K | 5.95K | 5.39K |
| Citadel Advisors | — | — | 28.59K | 93.08K | — | — | 48.57K | 60.77K | 76.03K | — | — | 35.95K | — | 16.56K | — | 44.79K | 5.40K | 71.60K | 36.97K | 4.87K |
| UBS Group AG | 54 | — | 1.38K | 246 | — | 13 | — | 1.26K | 21 | 934 | — | 1.43K | 1.43K | 5.70K | 5.96K | 5.57K | 5.71K | 3.07K | 3.07K | 3.07K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 620 | — | 2 | 2.56K |
| Wells Fargo & Co | — | 1 | 1 | — | 1 | 1 | — | 1 | 1 | — | — | 427 | 1 | — | 1 | 198 | 148 | 2.79K | 1 | 513 |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.30K | — | — | — | — |
| Citigroup Inc | 35 | 35 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details