RF
FBCG

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

Roxbury Financial’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
Q3 		$5.18M Sell
81,989
-12
-0% -$739 3.98% 3
2026
Q2 		$5.09M Buy
82,001
+681
+0.8% +$40.4K 4.03% 3
2026
Q1 		$4.08M Buy
81,320
+142
+0.2% +$7.55K 3.66% 3
2025
Q4 		$4.45M Sell
81,178
-4,106
-5% -$223K 3.99% 3
2025
Q3 		$4.58M Sell
85,284
-5,230
-6% -$266K 4.23% 2
2025
Q2 		$4.37M Buy
90,514
+2,974
+3% +$127K 4.25% 2
2025
Q1 		$3.93M Buy
87,540
+5,857
+7% +$265K 3.85% 2
2024
Q4 		$3.76M Buy
+81,683
New +$3.7M 3.62% 2

Other funds holding FBCG

KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Roxbury Financial's FBCG Position: Q3 2026 in Review

Roxbury Financial reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 0.01% in Q3 2026, selling an estimated $739 and leaving 81,989 shares worth $5.18M. The position accounts for 3.98% of the portfolio, ranked #3.

Roxbury Financial first reported a position in FBCG in Q4 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold FBCG as of Q3 2026.

  • Roxbury Financial held 81,989 shares of Fidelity Blue Chip Growth ETF worth $5.18M as of Q3 2026.
  • Roxbury Financial sold 12 Fidelity Blue Chip Growth ETF shares in Q3 2026, an estimated $739.
  • Fidelity Blue Chip Growth ETF made up 3.98% of Roxbury Financial's portfolio in Q3 2026, its #3 holding.
  • Roxbury Financial first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 21 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.