Larson Financial Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Larson Financial 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 Q1	$512K	Buy	10,208 +2,410	+31%	+$128K	0.02%	471
2025 Q4	$428K	Buy	7,798 +1,400	+22%	+$75.9K	0.01%	510
2025 Q3	$343K	Hold	6,398	–	–	0.01%	573
2025 Q2	$309K	Sell	6,398 -967	-13%	-$41.3K	0.01%	560
2025 Q1	$294K	Buy	7,365 +300	+4%	+$13.6K	0.01%	533
2024 Q4	$327K	Buy	7,065 +6,365	+909%	+$289K	0.02%	460
2024 Q3	$29.9K	Hold	700	–	–	﹤0.01%	1071
2024 Q2	$29.7K	Buy	+700	New	+$27.6K	﹤0.01%	945

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

Larson Financial Group's FBCG Position: Q1 2026 in Review

Larson Financial Group increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 31% in Q1 2026, buying an estimated $128K and bringing the position to 10,208 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #471.

Larson Financial Group first reported a position in FBCG in Q2 2024 and has held it in 8 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Larson Financial Group held 10,208 shares of Fidelity Blue Chip Growth ETF worth $512K as of Q1 2026.
Larson Financial Group bought 2,410 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $128K.
Fidelity Blue Chip Growth ETF made up 0.02% of Larson Financial Group's portfolio in Q1 2026, its #471 holding.
Larson Financial Group first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and has held it in 8 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.