EFG
FBCG

Elm3 Financial Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Elm3 Financial 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 		$761K Buy
12,256
+2,047
+20% +$122K 0.52% 53
2026
Q1 		$512K Sell
10,209
-102
-1% -$5.43K 0.43% 64
2025
Q4 		$565K Sell
10,311
-1,035
-9% -$56.1K 0.47% 58
2025
Q3 		$609K Sell
11,346
-277
-2% -$14.1K 0.5% 41
2025
Q2 		$561K Buy
11,623
+614
+6% +$26.2K 0.47% 45
2025
Q1 		$440K Buy
11,009
+5,710
+108% +$258K 0.39% 59
2024
Q4 		$245K Buy
+5,299
New +$240K 0.21% 77

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Elm3 Financial Group's FBCG Position: Q2 2026 in Review

Elm3 Financial Group increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 20% in Q2 2026, buying an estimated $122K and bringing the position to 12,256 shares worth $761K. The position accounts for 0.52% of the portfolio, ranked #53.

Elm3 Financial Group first reported a position in FBCG in Q4 2024 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Elm3 Financial Group held 12,256 shares of Fidelity Blue Chip Growth ETF worth $761K as of Q2 2026.
  • Elm3 Financial Group bought 2,047 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $122K.
  • Fidelity Blue Chip Growth ETF made up 0.52% of Elm3 Financial Group's portfolio in Q2 2026, its #53 holding.
  • Elm3 Financial Group first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 144 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.