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 Q2	$881K	Sell	14,178 -1,525	-10%	-$90.5K	0.42%	53
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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Meridian Financial's FBCG Position: Q2 2026 in Review

Meridian Financial reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 9.7% in Q2 2026, selling an estimated $90.5K and leaving 14,178 shares worth $881K. The position accounts for 0.42% of the portfolio, ranked #53.

Meridian Financial first reported a position in FBCG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.28M in Q4 2021. 144 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Meridian Financial held 14,178 shares of Fidelity Blue Chip Growth ETF worth $881K as of Q2 2026.
Meridian Financial sold 1,525 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $90.5K.
Fidelity Blue Chip Growth ETF made up 0.42% of Meridian Financial's portfolio in Q2 2026, its #53 holding.
Meridian Financial first reported a position in Fidelity Blue Chip Growth ETF in Q4 2021 and has held it in 19 quarters since.
Meridian Financial's Fidelity Blue Chip Growth ETF position peaked at $1.28M in Q4 2021.
144 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.