Rockefeller Capital Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Rockefeller Capital Management’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	$4.82M	Buy	77,651 +38,100	+96%	+$2.26M	0.01%	986
2026 Q1	$1.98M	Buy	39,551 +30,936	+359%	+$1.65M	﹤0.01%	1310
2025 Q4	$472K	Buy	8,615 +2,884	+50%	+$156K	﹤0.01%	1937
2025 Q3	$308K	Buy	+5,731	New	+$292K	﹤0.01%	2012

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 22.9% 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

Rockefeller Capital Management's FBCG Position: Q2 2026 in Review

Rockefeller Capital Management increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 96% in Q2 2026, buying an estimated $2.26M and bringing the position to 77,651 shares worth $4.82M. The position accounts for 0.01% of the portfolio, ranked #986.

Rockefeller Capital Management first reported a position in FBCG in Q3 2025 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Rockefeller Capital Management held 77,651 shares of Fidelity Blue Chip Growth ETF worth $4.82M as of Q2 2026.
Rockefeller Capital Management bought 38,100 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $2.26M.
Fidelity Blue Chip Growth ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #986 holding.
Rockefeller Capital Management first reported a position in Fidelity Blue Chip Growth ETF in Q3 2025 and has held it in 4 quarters since.
318 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.