JFGIW
FBCG

Johnson Financial Group Inc (Wisconsin)’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q3 		– Sell
-300
Closed -$14.5K – 1076
2025
Q2 		$14.5K Sell
300
-193
-39% -$8.23K ﹤0.01% 582
2025
Q1 		$19.7K Buy
+493
New +$22.3K ﹤0.01% 717

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s FBCG Position: Q3 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q3 2025, closing a stake of 300 shares — an estimated $14.5K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in FBCG in Q1 2025 and held it in 2 quarters. The position peaked at $19.7K in Q1 2025. 221 funds tracked by Wall St. Rank hold FBCG as of Q3 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Fidelity Blue Chip Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 300 Fidelity Blue Chip Growth ETF shares in Q3 2025, an estimated $14.5K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Fidelity Blue Chip Growth ETF in Q1 2025 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Fidelity Blue Chip Growth ETF position peaked at $19.7K in Q1 2025.
  • 221 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2025, filed 13 Nov 2025.