BFA
FBCG

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

Beacon Financial Advisory’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
2025
Q4 		– Sell
-11,300
Closed -$606K – 380
2025
Q3 		$606K Hold
11,300
– – 0.14% 181
2025
Q2 		$545K Buy
+11,300
New +$482K 0.14% 186

Other funds holding FBCG

AF
Align Financial Hermantown, Minnesota $202M AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Financial Advisory's FBCG Position: Q4 2025 in Review

Beacon Financial Advisory sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q4 2025, closing a stake of 11,300 shares — an estimated $606K sold.

Beacon Financial Advisory first reported a position in FBCG in Q2 2025 and held it in 2 quarters. The position peaked at $606K in Q3 2025. 258 funds tracked by Wall St. Rank hold FBCG as of Q4 2025.

  • Beacon Financial Advisory reported no remaining Fidelity Blue Chip Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 11,300 Fidelity Blue Chip Growth ETF shares in Q4 2025, an estimated $606K.
  • Beacon Financial Advisory first reported a position in Fidelity Blue Chip Growth ETF in Q2 2025 and held it in 2 quarters.
  • Beacon Financial Advisory's Fidelity Blue Chip Growth ETF position peaked at $606K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2025.

Based on Beacon Financial Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.