BIS
FBCG

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
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
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

BG Investment Services's FBCG Position: Q1 2026 in Review

BG Investment Services increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 16% in Q1 2026, buying an estimated $2.36M and bringing the position to 325,360 shares worth $16.3M. The position accounts for 13.53% of the portfolio, ranked #2.

BG Investment Services first reported a position in FBCG in Q4 2024 and has held it in 6 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

  • BG Investment Services held 325,360 shares of Fidelity Blue Chip Growth ETF worth $16.3M as of Q1 2026.
  • BG Investment Services bought 44,358 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $2.36M.
  • Fidelity Blue Chip Growth ETF made up 13.53% of BG Investment Services's portfolio in Q1 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 6 quarters since.
  • 266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.