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

KWB Wealth’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	$16.5M	Buy	+260,788	New	+$16.1M	1.41%	14

Other funds holding FBCG

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

CHIA

Copper Harbor Investment Advisors Appleton, Wisconsin $486M AUM

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Align Financial Hermantown, Minnesota $210M AUM 15.28% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

KWB Wealth's FBCG Position: Q3 2026 in Review

KWB Wealth opened a new position in Fidelity Blue Chip Growth ETF (FBCG) in Q3 2026: 260,788 shares worth $16.5M. The stake represents 1.41% of the portfolio and ranks #14 among its holdings.

59 funds tracked by Wall St. Rank hold FBCG as of Q3 2026.

KWB Wealth held 260,788 shares of Fidelity Blue Chip Growth ETF worth $16.5M as of Q3 2026.
Fidelity Blue Chip Growth ETF was a new KWB Wealth position in Q3 2026.
Fidelity Blue Chip Growth ETF made up 1.41% of KWB Wealth's portfolio in Q3 2026, its #14 holding.
59 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.