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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Keystone Wealth Services's FBCG Position: Q1 2026 in Review

Keystone Wealth Services increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 14% in Q1 2026, buying an estimated $926K and bringing the position to 143,238 shares worth $7.18M. The position accounts for 1.54% of the portfolio, ranked #14.

Keystone Wealth Services first reported a position in FBCG in Q1 2024 and has held it in 9 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Keystone Wealth Services held 143,238 shares of Fidelity Blue Chip Growth ETF worth $7.18M as of Q1 2026.
Keystone Wealth Services bought 17,412 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $926K.
Fidelity Blue Chip Growth ETF made up 1.54% of Keystone Wealth Services's portfolio in Q1 2026, its #14 holding.
Keystone Wealth Services first reported a position in Fidelity Blue Chip Growth ETF in Q1 2024 and has held it in 9 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.