BFS
FBCG

Bradley Foster & Sargent’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Bradley Foster & Sargent’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 		$1.43M Sell
28,620
-897
-3% -$47.7K 0.02% 260
2025
Q4 		$1.62M Buy
29,517
+4,743
+19% +$257K 0.02% 243
2025
Q3 		$1.33M Buy
+24,774
New +$1.26M 0.02% 259

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

Bradley Foster & Sargent's FBCG Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 3% in Q1 2026, selling an estimated $47.7K and leaving 28,620 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #260.

Bradley Foster & Sargent first reported a position in FBCG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.62M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

  • Bradley Foster & Sargent held 28,620 shares of Fidelity Blue Chip Growth ETF worth $1.43M as of Q1 2026.
  • Bradley Foster & Sargent sold 897 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $47.7K.
  • Fidelity Blue Chip Growth ETF made up 0.02% of Bradley Foster & Sargent's portfolio in Q1 2026, its #260 holding.
  • Bradley Foster & Sargent first reported a position in Fidelity Blue Chip Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Bradley Foster & Sargent's Fidelity Blue Chip Growth ETF position peaked at $1.62M in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.