KPWS
FBCG

Kestra Private Wealth Services’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Kestra Private Wealth Services’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 		$6.77M Sell
108,971
-2,677
-2% -$159K 0.07% 271
2026
Q1 		$5.6M Sell
111,648
-9,479
-8% -$504K 0.07% 299
2025
Q4 		$6.64M Sell
121,127
-3,112
-3% -$169K 0.08% 254
2025
Q3 		$6.67M Sell
124,239
-59,495
-32% -$3.03M 0.09% 251
2025
Q2 		$8.86M Sell
183,734
-28,657
-13% -$1.22M 0.13% 186
2025
Q1 		$8.49M Sell
212,391
-107,076
-34% -$4.84M 0.14% 171
2024
Q4 		$14.8M Buy
319,467
+31,873
+11% +$1.44M 0.25% 86
2024
Q3 		$12.3M Sell
287,594
-64,461
-18% -$2.67M 0.23% 99
2024
Q2 		$14.9M Buy
352,055
+21,504
+7% +$849K 0.3% 70
2024
Q1 		$12.7M Buy
330,551
+179,105
+118% +$6.46M 0.29% 82
2023
Q4 		$5.04M Buy
151,446
+119,040
+367% +$3.66M 0.13% 188
2023
Q3 		$938K Buy
32,406
+5,024
+18% +$151K 0.03% 485
2023
Q2 		$815K Buy
27,382
+6,757
+33% +$181K 0.03% 490
2023
Q1 		$525K Buy
20,625
+3,057
+17% +$72.3K 0.02% 581
2022
Q4 		$371K Sell
17,568
-2,655
-13% -$58.5K 0.02% 605
2022
Q3 		$434K Buy
20,223
+2,270
+13% +$54.4K 0.03% 532
2022
Q2 		$390K Buy
17,953
+1,100
+7% +$27.5K 0.02% 583
2022
Q1 		$510K Buy
16,853
+4,411
+35% +$132K 0.03% 567
2021
Q4 		$431K Sell
12,442
-1,633
-12% -$56.5K 0.02% 637
2021
Q3 		$457K Buy
14,075
+875
+7% +$29.1K 0.03% 566
2021
Q2 		$430K Buy
13,200
+215
+2% +$6.59K 0.03% 556
2021
Q1 		$380K Sell
12,985
-6,026
-32% -$179K 0.03% 529
2020
Q4 		$545K Buy
19,011
+4,786
+34% +$127K 0.04% 419
2020
Q3 		$350K Buy
+14,225
New +$334K 0.03% 456

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

Kestra Private Wealth Services's FBCG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 2.4% in Q2 2026, selling an estimated $159K and leaving 108,971 shares worth $6.77M. The position accounts for 0.07% of the portfolio, ranked #271.

Kestra Private Wealth Services first reported a position in FBCG in Q3 2020 and has held it in 24 quarters since. The position peaked at $14.9M in Q2 2024. 144 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Kestra Private Wealth Services held 108,971 shares of Fidelity Blue Chip Growth ETF worth $6.77M as of Q2 2026.
  • Kestra Private Wealth Services sold 2,677 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $159K.
  • Fidelity Blue Chip Growth ETF made up 0.07% of Kestra Private Wealth Services's portfolio in Q2 2026, its #271 holding.
  • Kestra Private Wealth Services first reported a position in Fidelity Blue Chip Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Fidelity Blue Chip Growth ETF position peaked at $14.9M in Q2 2024.
  • 144 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.