P
FBCV

&Partners’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

&Partners’s Portfolio FBCV Stock Details FBCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.81M Sell
95,672
-524
-0.5% -$20.1K 0.02% 707
2026
Q1 		$3.46M Buy
96,196
+350
+0.4% +$12.9K 0.02% 668
2025
Q4 		$3.42M Buy
95,846
+1,732
+2% +$60.6K 0.02% 633
2025
Q3 		$3.21M Buy
94,114
+838
+0.9% +$28K 0.02% 566
2025
Q2 		$3.05M Hold
93,276
– – 0.02% 509
2025
Q1 		$2.96M Buy
93,276
+51
+0.1% +$1.64K 0.03% 424
2024
Q4 		$2.95M Hold
93,225
– – 0.04% 387
2024
Q3 		$3.05M Sell
93,225
-3,606
-4% -$113K 0.06% 282
2024
Q2 		$2.91M Sell
96,831
-1,100
-1% -$33.3K 0.13% 168
2024
Q1 		$3.06M Buy
97,931
+1,718
+2% +$50.9K 0.42% 47
2023
Q4 		$2.81M Sell
96,213
-3,040
-3% -$84.6K 0.68% 33
2023
Q3 		$2.73M Sell
99,253
-2,330
-2% -$65.8K 1.27% 16
2023
Q2 		$2.83M Sell
101,583
-2,497
-2% -$68.8K 1.27% 14
2023
Q1 		$2.84M Buy
104,080
+1,218
+1% +$33.9K 1.36% 14
2022
Q4 		$2.9M Buy
+102,862
New +$2.86M 1.44% 15

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

&Partners's FBCV Position: Q2 2026 in Review

&Partners reduced its Fidelity Blue Chip Value ETF (FBCV) stake by 0.54% in Q2 2026, selling an estimated $20.1K and leaving 95,672 shares worth $3.81M. The position accounts for 0.02% of the portfolio, ranked #707.

&Partners first reported a position in FBCV in Q4 2022 and has held it in 15 quarters since. 40 funds tracked by Wall St. Rank hold FBCV as of Q2 2026.

  • &Partners held 95,672 shares of Fidelity Blue Chip Value ETF worth $3.81M as of Q2 2026.
  • &Partners sold 524 Fidelity Blue Chip Value ETF shares in Q2 2026, an estimated $20.1K.
  • Fidelity Blue Chip Value ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #707 holding.
  • &Partners first reported a position in Fidelity Blue Chip Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 40 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.