CRW
FBCG

Clarity Retirement & Wealth’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Clarity Retirement & Wealth’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 		$28.3M Buy
456,289
+7,545
+2% +$448K 19.55% 1
2026
Q1 		$22.5M Buy
448,744
+86,648
+24% +$4.61M 18.14% 1
2025
Q4 		$19.9M Buy
+362,096
New +$19.6M 17.48% 1

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clarity Retirement & Wealth's FBCG Position: Q2 2026 in Review

Clarity Retirement & Wealth increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 1.7% in Q2 2026, buying an estimated $448K and bringing the position to 456,289 shares worth $28.3M. The position accounts for 19.55% of the portfolio, ranked #1.

Clarity Retirement & Wealth first reported a position in FBCG in Q4 2025 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Clarity Retirement & Wealth held 456,289 shares of Fidelity Blue Chip Growth ETF worth $28.3M as of Q2 2026.
  • Clarity Retirement & Wealth bought 7,545 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $448K.
  • Fidelity Blue Chip Growth ETF made up 19.55% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #1 holding.
  • Clarity Retirement & Wealth first reported a position in Fidelity Blue Chip Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.