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MF
Meridian Financial’s
Fidelity Blue Chip Growth ETF
FBCG
Stock Holding History
Meridian Financial’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
$787K
Sell
15,703
-1,606
-9%
-$85.4K
0.43%
50
2025
Q4
$949K
Sell
17,309
-70
-0.4%
-$3.8K
0.52%
45
2025
Q3
$933K
Hold
17,379
–
–
0.53%
42
2025
Q2
$838K
Sell
17,379
-650
-4%
-$27.7K
0.54%
42
2025
Q1
$721K
Sell
18,029
-702
-4%
-$31.8K
0.51%
42
2024
Q4
$866K
Sell
18,731
-149
-0.8%
-$6.75K
0.6%
37
2024
Q3
$808K
Hold
18,880
–
–
0.54%
38
2024
Q2
$801K
Sell
18,880
-147
-0.8%
-$5.8K
0.58%
36
2024
Q1
$732K
Hold
19,027
–
–
0.55%
39
2023
Q4
$634K
Sell
19,027
-100
-0.5%
-$3.08K
0.5%
39
2023
Q3
$554K
Sell
19,127
-300
-2%
-$9.04K
0.52%
39
2023
Q2
$578K
Hold
19,427
–
–
0.52%
40
2023
Q1
$495K
Buy
19,427
+165
+0.9%
+$3.9K
0.48%
43
2022
Q4
$406K
Sell
19,262
-1,375
-7%
-$30.3K
0.43%
49
2022
Q3
$443K
Sell
20,637
-3,975
-16%
-$95.3K
0.51%
44
2022
Q2
$535K
Sell
24,612
-3,775
-13%
-$94.5K
0.6%
36
2022
Q1
$858K
Sell
28,387
-8,590
-23%
-$257K
0.89%
26
2021
Q4
$1.28M
Buy
+36,977
New
+$1.28M
1.2%
23
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$1.9T AUM
41.92%
1-Year Est. Return
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New York
$1.47T AUM
27.86%
1-Year Est. Return
DWM
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St. Petersburg, Florida
$11.5B AUM
15.23%
1-Year Est. Return
SWP
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Franklin, Tennessee
$5.49B AUM
19.47%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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