Merit Financial Group
FBCG icon

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

Merit 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
Q3 		$659K Sell
10,427
-3,329
-24% -$205K ﹤0.01% 1393
2026
Q2 		$854K Buy
13,756
+1,617
+13% +$96K 0.01% 1168
2026
Q1 		$608K Buy
+12,139
New +$646K ﹤0.01% 1251

Other funds holding FBCG

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
GR Financial Group
GR Financial Group Tucson, Arizona $755M AUM 15.03% 1-Year Est. Return
Vestor Capital
Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KFA Private Wealth Group
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Merit Financial Group's FBCG Position: Q3 2026 in Review

Merit Financial Group reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 24% in Q3 2026, selling an estimated $205K and leaving 10,427 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Merit Financial Group first reported a position in FBCG in Q1 2026 and has held it in 3 quarters since. The position peaked at $854K in Q2 2026. 206 funds tracked by Wall St. Rank hold FBCG as of Q3 2026.

  • Merit Financial Group held 10,427 shares of Fidelity Blue Chip Growth ETF worth $659K as of Q3 2026.
  • Merit Financial Group sold 3,329 Fidelity Blue Chip Growth ETF shares in Q3 2026, an estimated $205K.
  • Fidelity Blue Chip Growth ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1393 holding.
  • Merit Financial Group first reported a position in Fidelity Blue Chip Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Merit Financial Group's Fidelity Blue Chip Growth ETF position peaked at $854K in Q2 2026.
  • 206 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.