Cyndeo Wealth Partners’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Cyndeo Wealth Partners’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	$6.52M	Sell	104,977 -12,579	-11%	-$747K	0.31%	91
2026 Q1	$5.89M	Sell	117,556 -4,067	-3%	-$216K	0.31%	87
2025 Q4	$6.67M	Buy	121,623 +987	+0.8%	+$53.5K	0.36%	82
2025 Q3	$6.47M	Buy	120,636 +1,542	+1%	+$78.5K	0.36%	81
2025 Q2	$5.75M	Buy	119,094 +1,260	+1%	+$53.7K	0.34%	86
2025 Q1	$4.71M	Buy	117,834 +18,303	+18%	+$828K	0.31%	94
2024 Q4	$4.6M	Sell	99,531 -1,557	-2%	-$70.6K	0.31%	90
2024 Q3	$4.32M	Sell	101,088 -11,602	-10%	-$480K	0.3%	88
2024 Q2	$4.78M	Buy	+112,690	New	+$4.45M	0.37%	80

Other funds holding FBCG

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $241M AUM

Cyndeo Wealth Partners's FBCG Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 11% in Q2 2026, selling an estimated $747K and leaving 104,977 shares worth $6.52M. The position accounts for 0.31% of the portfolio, ranked #91.

Cyndeo Wealth Partners first reported a position in FBCG in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.67M in Q4 2025. 145 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Cyndeo Wealth Partners held 104,977 shares of Fidelity Blue Chip Growth ETF worth $6.52M as of Q2 2026.
Cyndeo Wealth Partners sold 12,579 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $747K.
Fidelity Blue Chip Growth ETF made up 0.31% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #91 holding.
Cyndeo Wealth Partners first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and has held it in 9 quarters since.
Cyndeo Wealth Partners's Fidelity Blue Chip Growth ETF position peaked at $6.67M in Q4 2025.
145 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.