KWS
FBCG icon

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
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
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 $5.49B AUM 19.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return