AF
FBCG

Align Financial’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Align Financial’s Portfolio FBCG Stock Details FBCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.3M Sell
278,264
-1,827
-0.7% -$108K 8.58% 2
2026
Q1 		$14M Sell
280,091
-15,135,775
-98% -$805M 7.98% 3
2025
Q4 		$15.4B Buy
+15,415,866
New +$836M 8.94% 2

Other funds holding FBCG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AL
ARWA LLC Fort Worth, Texas $241M AUM

Align Financial's FBCG Position: Q2 2026 in Review

Align Financial reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 0.65% in Q2 2026, selling an estimated $108K and leaving 278,264 shares worth $17.3M. The position accounts for 8.58% of the portfolio, ranked #2.

Align Financial first reported a position in FBCG in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.4B in Q4 2025. 145 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Align Financial held 278,264 shares of Fidelity Blue Chip Growth ETF worth $17.3M as of Q2 2026.
  • Align Financial sold 1,827 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $108K.
  • Fidelity Blue Chip Growth ETF made up 8.58% of Align Financial's portfolio in Q2 2026, its #2 holding.
  • Align Financial first reported a position in Fidelity Blue Chip Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Align Financial's Fidelity Blue Chip Growth ETF position peaked at $15.4B in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.