SSB
FBCV

Sandy Spring Bank’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Sandy Spring Bank’s Portfolio FBCV Stock Details FBCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.56K Hold
80
– – ﹤0.01% 1019
2024
Q4 		$2.53K Hold
80
– – ﹤0.01% 1039
2024
Q3 		$2.62K Hold
80
– – ﹤0.01% 1016
2024
Q2 		$2.4K Hold
80
– – ﹤0.01% 1079
2024
Q1 		$2.5K Buy
+80
New +$2.37K ﹤0.01% 1027

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sandy Spring Bank's FBCV Position: Q1 2025 in Review

Sandy Spring Bank held its Fidelity Blue Chip Value ETF (FBCV) position steady in Q1 2025 at 80 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Sandy Spring Bank first reported a position in FBCV in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.62K in Q3 2024. 32 funds tracked by Wall St. Rank hold FBCV as of Q1 2025.

  • Sandy Spring Bank held 80 shares of Fidelity Blue Chip Value ETF worth $2.56K as of Q1 2025.
  • Sandy Spring Bank left its Fidelity Blue Chip Value ETF share count unchanged in Q1 2025.
  • Fidelity Blue Chip Value ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1019 holding.
  • Sandy Spring Bank first reported a position in Fidelity Blue Chip Value ETF in Q1 2024 and has held it in 5 quarters since.
  • Sandy Spring Bank's Fidelity Blue Chip Value ETF position peaked at $2.62K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.