AssetMark Inc
FBCG icon

AssetMark Inc’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

AssetMark Inc’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
Q3 		$11.6K Buy
184
+134
+268% +$8.26K ﹤0.01% 2450
2026
Q2 		$3.12K Sell
50
-50
-50% -$2.97K ﹤0.01% 2846
2026
Q1 		$5.03K Sell
100
-264
-73% -$14K ﹤0.01% 2569
2025
Q4 		$20K Sell
364
-1
-0.3% -$54 ﹤0.01% 2008
2025
Q3 		$19.6K Sell
365
-1
-0.3% -$51 ﹤0.01% 1926
2025
Q2 		$17.6K Sell
366
-189
-34% -$8.06K ﹤0.01% 1835
2025
Q1 		$22.2K Buy
555
+239
+76% +$10.8K ﹤0.01% 1684
2024
Q4 		$14.6K Hold
316
– – ﹤0.01% 1722
2024
Q3 		$13.5K Buy
+316
New +$13.1K ﹤0.01% 1576

Other funds holding FBCG

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
GR Financial Group
GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return
Vestor Capital
Vestor Capital Chicago, Illinois $1.62B AUM 34.01% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KFA Private Wealth Group
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

AssetMark Inc's FBCG Position: Q3 2026 in Review

AssetMark Inc increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 268% in Q3 2026, buying an estimated $8.26K and bringing the position to 184 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

AssetMark Inc first reported a position in FBCG in Q3 2024 and has held it in 9 quarters since. The position peaked at $22.2K in Q1 2025. 204 funds tracked by Wall St. Rank hold FBCG as of Q3 2026.

  • AssetMark Inc held 184 shares of Fidelity Blue Chip Growth ETF worth $11.6K as of Q3 2026.
  • AssetMark Inc bought 134 Fidelity Blue Chip Growth ETF shares in Q3 2026, an estimated $8.26K.
  • Fidelity Blue Chip Growth ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2450 holding.
  • AssetMark Inc first reported a position in Fidelity Blue Chip Growth ETF in Q3 2024 and has held it in 9 quarters since.
  • AssetMark Inc's Fidelity Blue Chip Growth ETF position peaked at $22.2K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.