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 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 $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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

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

Principal Securities's FBCG Position: Q1 2026 in Review

Principal Securities increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 43% in Q1 2026, buying an estimated $2.14M and bringing the position to 134,619 shares worth $6.75M. The position accounts for 0.1% of the portfolio, ranked #190.

Principal Securities first reported a position in FBCG in Q4 2023 and has held it in 10 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Principal Securities held 134,619 shares of Fidelity Blue Chip Growth ETF worth $6.75M as of Q1 2026.
Principal Securities bought 40,265 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $2.14M.
Fidelity Blue Chip Growth ETF made up 0.1% of Principal Securities's portfolio in Q1 2026, its #190 holding.
Principal Securities first reported a position in Fidelity Blue Chip Growth ETF in Q4 2023 and has held it in 10 quarters since.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.