SAI
FBCV

Savvy Advisors Inc’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Savvy Advisors Inc’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
2026
Q2 		$628K Sell
15,775
-3,610
-19% -$139K 0.01% 692
2026
Q1 		$697K Sell
19,385
-39,297
-67% -$1.45M 0.02% 552
2025
Q4 		$2.09M Buy
+58,682
New +$2.05M 0.07% 219

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Savvy Advisors Inc's FBCV Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Fidelity Blue Chip Value ETF (FBCV) stake by 19% in Q2 2026, selling an estimated $139K and leaving 15,775 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #692.

Savvy Advisors Inc first reported a position in FBCV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.09M in Q4 2025. 40 funds tracked by Wall St. Rank hold FBCV as of Q2 2026.

  • Savvy Advisors Inc held 15,775 shares of Fidelity Blue Chip Value ETF worth $628K as of Q2 2026.
  • Savvy Advisors Inc sold 3,610 Fidelity Blue Chip Value ETF shares in Q2 2026, an estimated $139K.
  • Fidelity Blue Chip Value ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #692 holding.
  • Savvy Advisors Inc first reported a position in Fidelity Blue Chip Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Fidelity Blue Chip Value ETF position peaked at $2.09M in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.