CIA
FBCG

Concurrent Investment Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Concurrent Investment Advisors’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 		$698K Sell
11,245
-8,451
-43% -$502K 0.01% 1207
2026
Q1 		$987K Buy
+19,696
New +$1.05M 0.01% 887

Other funds holding FBCG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AL
ARWA LLC Fort Worth, Texas $241M AUM

Concurrent Investment Advisors's FBCG Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 43% in Q2 2026, selling an estimated $502K and leaving 11,245 shares worth $698K. The position accounts for 0.01% of the portfolio, ranked #1207.

Concurrent Investment Advisors first reported a position in FBCG in Q1 2026 and has held it in 2 quarters since. The position peaked at $987K in Q1 2026. 145 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Concurrent Investment Advisors held 11,245 shares of Fidelity Blue Chip Growth ETF worth $698K as of Q2 2026.
  • Concurrent Investment Advisors sold 8,451 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $502K.
  • Fidelity Blue Chip Growth ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1207 holding.
  • Concurrent Investment Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's Fidelity Blue Chip Growth ETF position peaked at $987K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.