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 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 $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

Rockefeller Capital Management's FBCG Position: Q1 2026 in Review

Rockefeller Capital Management increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 359% in Q1 2026, buying an estimated $1.65M and bringing the position to 39,551 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Rockefeller Capital Management 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.

Rockefeller Capital Management held 39,551 shares of Fidelity Blue Chip Growth ETF worth $1.98M as of Q1 2026.
Rockefeller Capital Management bought 30,936 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $1.65M.
Fidelity Blue Chip Growth ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1310 holding.
Rockefeller Capital Management 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 Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.