LRI Investments’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

LRI Investments’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 Q2	$6.21K	Sell	100 -100	-50%	-$5.94K	﹤0.01%	1103
2026 Q1	$10K	Hold	200	–	–	﹤0.01%	885
2025 Q4	$11K	Hold	200	–	–	﹤0.01%	849
2025 Q3	$10.7K	Hold	200	–	–	﹤0.01%	860
2025 Q2	$9.65K	Hold	200	–	–	﹤0.01%	851
2025 Q1	$7.99K	Hold	200	–	–	﹤0.01%	834
2024 Q4	$9.25K	Hold	200	–	–	﹤0.01%	807
2024 Q3	$9.11K	Hold	200	–	–	﹤0.01%	804
2024 Q2	$8.49K	Hold	200	–	–	﹤0.01%	785
2024 Q1	$7.69K	Buy	+200	New	+$7.21K	﹤0.01%	550

Other funds holding FBCG

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

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SFG

Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $241M AUM

LRI Investments's FBCG Position: Q2 2026 in Review

LRI Investments reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 50% in Q2 2026, selling an estimated $5.94K and leaving 100 shares worth $6.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

LRI Investments first reported a position in FBCG in Q1 2024 and has held it in 10 quarters since. The position peaked at $11K in Q4 2025. 145 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

LRI Investments held 100 shares of Fidelity Blue Chip Growth ETF worth $6.21K as of Q2 2026.
LRI Investments sold 100 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $5.94K.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1103 holding.
LRI Investments first reported a position in Fidelity Blue Chip Growth ETF in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Fidelity Blue Chip Growth ETF position peaked at $11K in Q4 2025.
145 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.