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

Keystone 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	$9.92M	Buy	159,708 +16,470	+11%	+$978K	1.84%	8
2026 Q1	$7.18M	Buy	143,238 +17,412	+14%	+$926K	1.54%	14
2025 Q4	$6.9M	Buy	125,826 +2,006	+2%	+$109K	1.45%	14
2025 Q3	$6.64M	Buy	123,820 +29,437	+31%	+$1.5M	1.45%	12
2025 Q2	$4.55M	Buy	94,383 +4,261	+5%	+$182K	1.1%	18
2025 Q1	$3.6M	Sell	90,122 -799	-0.9%	-$36.1K	0.98%	23
2024 Q4	$4.21M	Buy	90,921 +10,675	+13%	+$484K	1.11%	19
2024 Q3	$3.43M	Buy	80,246 +10,429	+15%	+$431K	0.95%	23
2024 Q2	$2.96M	Buy	69,817 +9,347	+15%	+$369K	0.92%	26
2024 Q1	$2.33M	Buy	+60,470	New	+$2.18M	0.76%	31

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

Keystone Wealth Services's FBCG Position: Q2 2026 in Review

Keystone Wealth Services increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 11% in Q2 2026, buying an estimated $978K and bringing the position to 159,708 shares worth $9.92M. The position accounts for 1.84% of the portfolio, ranked #8.

Keystone Wealth Services first reported a position in FBCG in Q1 2024 and has held it in 10 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Keystone Wealth Services held 159,708 shares of Fidelity Blue Chip Growth ETF worth $9.92M as of Q2 2026.
Keystone Wealth Services bought 16,470 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $978K.
Fidelity Blue Chip Growth ETF made up 1.84% of Keystone Wealth Services's portfolio in Q2 2026, its #8 holding.
Keystone Wealth Services first reported a position in Fidelity Blue Chip Growth ETF in Q1 2024 and has held it in 10 quarters since.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.