Jim Simons’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Jim Simons’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
2025 Q4	–	Sell	-17,400	Closed	-$934K	–	3392
2025 Q3	$934K	Buy	+17,400	New	+$886K	﹤0.01%	2518
2025 Q1	–	Sell	-43,500	Closed	-$2.01M	–	3570
2024 Q4	$2.01M	Buy	+43,500	New	+$1.97M	﹤0.01%	2051
2024 Q3	–	Sell	-43,500	Closed	-$1.85M	–	3631
2024 Q2	$1.85M	Buy	+43,500	New	+$1.72M	﹤0.01%	1924

Other funds holding FBCG

Align Financial Hermantown, Minnesota $202M AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $11.5B AUM 15.23% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jim Simons's FBCG Position: Q4 2025 in Review

Jim Simons sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q4 2025, closing a stake of 17,400 shares — an estimated $934K sold.

Jim Simons first reported a position in FBCG in Q2 2024 and held it in 3 quarters. The position peaked at $2.01M in Q4 2024. 258 funds tracked by Wall St. Rank hold FBCG as of Q4 2025.

Jim Simons reported no remaining Fidelity Blue Chip Growth ETF position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 17,400 Fidelity Blue Chip Growth ETF shares in Q4 2025, an estimated $934K.
Jim Simons first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and held it in 3 quarters.
Jim Simons's Fidelity Blue Chip Growth ETF position peaked at $2.01M in Q4 2024.
258 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.