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
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 $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

Clarity Retirement & Wealth's FBCG Position: Q1 2026 in Review

Clarity Retirement & Wealth increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 24% in Q1 2026, buying an estimated $4.61M and bringing the position to 448,744 shares worth $22.5M. The position accounts for 18.14% of the portfolio, ranked #1.

Clarity Retirement & Wealth first reported a position in FBCG in Q4 2025 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

  • Clarity Retirement & Wealth held 448,744 shares of Fidelity Blue Chip Growth ETF worth $22.5M as of Q1 2026.
  • Clarity Retirement & Wealth bought 86,648 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $4.61M.
  • Fidelity Blue Chip Growth ETF made up 18.14% of Clarity Retirement & Wealth's portfolio in Q1 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 2 quarters since.
  • 266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.