BWMG
FBCG

Barnes Wealth Management Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Barnes Wealth Management Group’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 		$747K Sell
12,022
-201
-2% -$11.9K 0.35% 72
2026
Q1 		$613K Buy
+12,223
New +$650K 0.31% 86

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
CRW
Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM
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

Barnes Wealth Management Group's FBCG Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 1.6% in Q2 2026, selling an estimated $11.9K and leaving 12,022 shares worth $747K. The position accounts for 0.35% of the portfolio, ranked #72.

Barnes Wealth Management Group first reported a position in FBCG in Q1 2026 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Barnes Wealth Management Group held 12,022 shares of Fidelity Blue Chip Growth ETF worth $747K as of Q2 2026.
  • Barnes Wealth Management Group sold 201 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $11.9K.
  • Fidelity Blue Chip Growth ETF made up 0.35% of Barnes Wealth Management Group's portfolio in Q2 2026, its #72 holding.
  • Barnes Wealth Management Group first reported a position in Fidelity Blue Chip Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.