CPG
FBCG

Cornerstone Planning Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Cornerstone Planning Group’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 		$1.32M Sell
21,713
-1,819
-8% -$108K 0.17% 59
2026
Q1 		$1.4M Buy
23,532
+14,074
+149% +$749K 0.19% 58
2025
Q4 		$525K Buy
9,458
+8,962
+1,807% +$486K 0.08% 82
2025
Q3 		$27.3K Buy
+496
New +$25.3K ﹤0.01% 488

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

Cornerstone Planning Group's FBCG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 7.7% in Q2 2026, selling an estimated $108K and leaving 21,713 shares worth $1.32M. The position accounts for 0.17% of the portfolio, ranked #59.

Cornerstone Planning Group first reported a position in FBCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.4M in Q1 2026. 145 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Cornerstone Planning Group held 21,713 shares of Fidelity Blue Chip Growth ETF worth $1.32M as of Q2 2026.
  • Cornerstone Planning Group sold 1,819 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $108K.
  • Fidelity Blue Chip Growth ETF made up 0.17% of Cornerstone Planning Group's portfolio in Q2 2026, its #59 holding.
  • Cornerstone Planning Group first reported a position in Fidelity Blue Chip Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Fidelity Blue Chip Growth ETF position peaked at $1.4M in Q1 2026.
  • 145 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.