PFA
FBCG

Providence Financial Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Providence Financial Advisors’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 		$7.43M Buy
148,158
+13,514
+10% +$719K 4.23% 7
2025
Q4 		$7.38M Sell
134,644
-2,232
-2% -$121K 7.36% 5
2025
Q3 		$7.34M Buy
+136,876
New +$6.97M 7.01% 5

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Providence Financial Advisors's FBCG Position: Q1 2026 in Review

Providence Financial Advisors increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 10% in Q1 2026, buying an estimated $719K and bringing the position to 148,158 shares worth $7.43M. The position accounts for 4.23% of the portfolio, ranked #7.

Providence Financial Advisors first reported a position in FBCG in Q3 2025 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

  • Providence Financial Advisors held 148,158 shares of Fidelity Blue Chip Growth ETF worth $7.43M as of Q1 2026.
  • Providence Financial Advisors bought 13,514 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $719K.
  • Fidelity Blue Chip Growth ETF made up 4.23% of Providence Financial Advisors's portfolio in Q1 2026, its #7 holding.
  • Providence Financial Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Providence Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.