EP Wealth Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

EP Wealth 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	$412K	Buy	+6,637	New	+$394K	﹤0.01%	1120

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EP Wealth Advisors's FBCG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Fidelity Blue Chip Growth ETF (FBCG) in Q2 2026: 6,637 shares worth $412K. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings.

317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

EP Wealth Advisors held 6,637 shares of Fidelity Blue Chip Growth ETF worth $412K as of Q2 2026.
Fidelity Blue Chip Growth ETF was a new EP Wealth Advisors position in Q2 2026.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1120 holding.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.