Principal Securities’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Principal Securities’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	$10.3M	Buy	166,094 +31,475	+23%	+$1.87M	0.12%	154
2026 Q1	$6.75M	Buy	134,619 +40,265	+43%	+$2.14M	0.1%	190
2025 Q4	$5.17M	Buy	94,354 +29,373	+45%	+$1.59M	0.08%	237
2025 Q3	$3.49M	Buy	64,981 +41,800	+180%	+$2.13M	0.06%	299
2025 Q2	$1.12M	Buy	23,181 +18,593	+405%	+$793K	0.02%	580
2025 Q1	$212K	Hold	4,588	–	–	﹤0.01%	1110
2024 Q4	$212K	Buy	4,588 +2,304	+101%	+$104K	﹤0.01%	1109
2024 Q3	$97.7K	Sell	2,284 -83	-4%	-$3.43K	﹤0.01%	1407
2024 Q2	$100K	Hold	2,367	–	–	﹤0.01%	1331
2024 Q1	$91.1K	Buy	2,367 +40	+2%	+$1.44K	﹤0.01%	1313
2023 Q4	$77.5K	Buy	+2,327	New	+$71.6K	﹤0.01%	1284

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Securities's FBCG Position: Q2 2026 in Review

Principal Securities increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 23% in Q2 2026, buying an estimated $1.87M and bringing the position to 166,094 shares worth $10.3M. The position accounts for 0.12% of the portfolio, ranked #154.

Principal Securities first reported a position in FBCG in Q4 2023 and has held it in 11 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Principal Securities held 166,094 shares of Fidelity Blue Chip Growth ETF worth $10.3M as of Q2 2026.
Principal Securities bought 31,475 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $1.87M.
Fidelity Blue Chip Growth ETF made up 0.12% of Principal Securities's portfolio in Q2 2026, its #154 holding.
Principal Securities first reported a position in Fidelity Blue Chip Growth ETF in Q4 2023 and has held it in 11 quarters since.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.