KPWG
FBCG

KFA Private Wealth Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

KFA Private Wealth Group’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
Q3 		$67M Buy
1,060,308
+5,791
+0.5% +$357K 15.76% 2
2026
Q2 		$65.5M Buy
1,054,517
+4,145
+0.4% +$246K 15.77% 2
2026
Q1 		$52.6M Buy
1,050,372
+73,146
+7% +$3.89M 12.64% 2
2025
Q4 		$53.6M Buy
977,226
+83,727
+9% +$4.54M 13.03% 2
2025
Q3 		$47.9M Buy
893,499
+45,043
+5% +$2.29M 13.69% 2
2025
Q2 		$40.9M Buy
848,456
+12,115
+1% +$517K 12.68% 2
2025
Q1 		$33.4M Sell
836,341
-13,922
-2% -$630K 11.7% 2
2024
Q4 		$39.3M Buy
850,263
+110,253
+15% +$5M 16.47% 2
2024
Q3 		$31.7M Buy
740,010
+296,050
+67% +$12.2M 15.11% 2
2024
Q2 		$18.8M Buy
443,960
+353,891
+393% +$14M 9.75% 2
2024
Q1 		$3.46M Buy
+90,069
New +$3.25M 1.07% 16

Other funds holding FBCG

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

KFA Private Wealth Group's FBCG Position: Q3 2026 in Review

KFA Private Wealth Group increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 0.55% in Q3 2026, buying an estimated $357K and bringing the position to 1,060,308 shares worth $67M. The position accounts for 15.76% of the portfolio, ranked #2.

KFA Private Wealth Group first reported a position in FBCG in Q1 2024 and has held it in 11 quarters since. 21 funds tracked by Wall St. Rank hold FBCG as of Q3 2026.

  • KFA Private Wealth Group held 1,060,308 shares of Fidelity Blue Chip Growth ETF worth $67M as of Q3 2026.
  • KFA Private Wealth Group bought 5,791 Fidelity Blue Chip Growth ETF shares in Q3 2026, an estimated $357K.
  • Fidelity Blue Chip Growth ETF made up 15.76% of KFA Private Wealth Group's portfolio in Q3 2026, its #2 holding.
  • KFA Private Wealth Group first reported a position in Fidelity Blue Chip Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • 21 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.