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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
AL
ARWA LLC Fort Worth, Texas $241M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Roxbury Financial's FBCG Position: Q2 2026 in Review

Roxbury Financial increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 0.84% in Q2 2026, buying an estimated $40.4K and bringing the position to 82,001 shares worth $5.09M. The position accounts for 4.03% of the portfolio, ranked #3.

Roxbury Financial first reported a position in FBCG in Q4 2024 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Roxbury Financial held 82,001 shares of Fidelity Blue Chip Growth ETF worth $5.09M as of Q2 2026.
  • Roxbury Financial bought 681 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $40.4K.
  • Fidelity Blue Chip Growth ETF made up 4.03% of Roxbury Financial's portfolio in Q2 2026, its #3 holding.
  • Roxbury Financial first reported a position in Fidelity Blue Chip Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 144 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.