Pathway Financial Advisers’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Pathway Financial Advisers’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
2025 Q4	–	Sell	-1,917	Closed	-$102K	–	212
2025 Q3	$102K	Buy	+1,917	New	+$97.6K	0.03%	187
2025 Q1	–	Sell	-1,211	Closed	-$56K	–	233
2024 Q4	$56K	Buy	1,211 +272	+29%	+$12.3K	0.02%	225
2024 Q3	$40.2K	Buy	939 +790	+530%	+$32.7K	0.02%	196
2024 Q2	$6.33K	Hold	149	–	–	﹤0.01%	376
2024 Q1	$5.73K	Buy	+149	New	+$5.38K	﹤0.01%	384

Other funds holding FBCG

Align Financial Hermantown, Minnesota $202M AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathway Financial Advisers's FBCG Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q4 2025, closing a stake of 1,917 shares — an estimated $102K sold.

Pathway Financial Advisers first reported a position in FBCG in Q1 2024 and held it in 5 quarters. The position peaked at $102K in Q3 2025. 258 funds tracked by Wall St. Rank hold FBCG as of Q4 2025.

Pathway Financial Advisers reported no remaining Fidelity Blue Chip Growth ETF position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 1,917 Fidelity Blue Chip Growth ETF shares in Q4 2025, an estimated $102K.
Pathway Financial Advisers first reported a position in Fidelity Blue Chip Growth ETF in Q1 2024 and held it in 5 quarters.
Pathway Financial Advisers's Fidelity Blue Chip Growth ETF position peaked at $102K in Q3 2025.
258 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.