BG Investment Services’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

BG Investment 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 Q2	$22.4M	Buy	360,816 +35,456	+11%	+$2.11M	16.14%	2
2026 Q1	$16.3M	Buy	325,360 +44,358	+16%	+$2.36M	13.53%	2
2025 Q4	$15.4M	Buy	281,002 +40,524	+17%	+$2.2M	13.73%	2
2025 Q3	$12.9M	Buy	240,478 +89,160	+59%	+$4.54M	12.73%	3
2025 Q2	$7.35M	Buy	151,318 +13,205	+10%	+$563K	9.19%	3
2025 Q1	$5.51M	Buy	138,113 +67,978	+97%	+$3.08M	5.93%	4
2024 Q4	$3.24M	Buy	+70,135	New	+$3.18M	3.27%	10

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BG Investment Services's FBCG Position: Q2 2026 in Review

BG Investment Services increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 11% in Q2 2026, buying an estimated $2.11M and bringing the position to 360,816 shares worth $22.4M. The position accounts for 16.14% of the portfolio, ranked #2.

BG Investment Services first reported a position in FBCG in Q4 2024 and has held it in 7 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

BG Investment Services held 360,816 shares of Fidelity Blue Chip Growth ETF worth $22.4M as of Q2 2026.
BG Investment Services bought 35,456 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $2.11M.
Fidelity Blue Chip Growth ETF made up 16.14% of BG Investment Services's portfolio in Q2 2026, its #2 holding.
BG Investment Services first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 7 quarters since.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.