BFS
FBCG

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

Bare Financial Services’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
Q1 		– Sell
-155
Closed -$8.5K – 1786
2025
Q4 		$8.5K Hold
155
– – ﹤0.01% 303
2025
Q3 		$8.32K Hold
155
– – ﹤0.01% 297
2025
Q2 		$7.48K Hold
155
– – ﹤0.01% 273
2025
Q1 		$6.2K Hold
155
– – ﹤0.01% 136
2024
Q4 		$7.17K Buy
+155
New +$7.03K ﹤0.01% 113

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bare Financial Services's FBCG Position: Q1 2026 in Review

Bare Financial Services sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q1 2026, closing a stake of 155 shares — an estimated $8.5K sold.

Bare Financial Services first reported a position in FBCG in Q4 2024 and held it in 5 quarters. The position peaked at $8.5K in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

  • Bare Financial Services reported no remaining Fidelity Blue Chip Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Bare Financial Services sold 155 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $8.5K.
  • Bare Financial Services first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and held it in 5 quarters.
  • Bare Financial Services's Fidelity Blue Chip Growth ETF position peaked at $8.5K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.