LFG
FBCV

Larson Financial Group’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Larson Financial Group’s Portfolio FBCV Stock Details FBCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2K Buy
307
+1
+0.3% +$38 ﹤0.01% 2284
2026
Q1 		$11K Buy
306
+1
+0.3% +$37 ﹤0.01% 2187
2025
Q4 		$10.9K Buy
+305
New +$10.7K ﹤0.01% 2075

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Larson Financial Group's FBCV Position: Q2 2026 in Review

Larson Financial Group increased its Fidelity Blue Chip Value ETF (FBCV) stake by 0.33% in Q2 2026, buying an estimated $38 and bringing the position to 307 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

Larson Financial Group first reported a position in FBCV in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold FBCV as of Q2 2026.

  • Larson Financial Group held 307 shares of Fidelity Blue Chip Value ETF worth $12.2K as of Q2 2026.
  • Larson Financial Group bought 1 Fidelity Blue Chip Value ETF share in Q2 2026, an estimated $38.
  • Fidelity Blue Chip Value ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2284 holding.
  • Larson Financial Group first reported a position in Fidelity Blue Chip Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.