Montgomery Financial Services’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Montgomery Financial Services’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	$37.5K	Buy	+604	New	+$35.9K	0.03%	83

Other funds holding FBCG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GFG

GR Financial Group Tucson, Arizona $736M AUM 21.3% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Montgomery Financial Services's FBCG Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Fidelity Blue Chip Growth ETF (FBCG) in Q2 2026: 604 shares worth $37.5K. The stake represents 0.03% of the portfolio and ranks #83 among its holdings.

305 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Montgomery Financial Services held 604 shares of Fidelity Blue Chip Growth ETF worth $37.5K as of Q2 2026.
Fidelity Blue Chip Growth ETF was a new Montgomery Financial Services position in Q2 2026.
Fidelity Blue Chip Growth ETF made up 0.03% of Montgomery Financial Services's portfolio in Q2 2026, its #83 holding.
305 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.