SFG
FBCG

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

Sowa Financial Group’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 		$39.3M Buy
632,394
+30,726
+5% +$1.82M 18.31% 1
2026
Q1 		$30.2M Buy
601,668
+4,873
+0.8% +$259K 14.94% 1
2025
Q4 		$32.7M Buy
596,795
+24,288
+4% +$1.32M 17.05% 1
2025
Q3 		$30.7M Buy
572,507
+22,361
+4% +$1.14M 17.23% 1
2025
Q2 		$26.5M Buy
550,146
+73,062
+15% +$3.12M 16.57% 1
2025
Q1 		$19.1M Buy
477,084
+28,480
+6% +$1.29M 12.52% 3
2024
Q4 		$20.8M Buy
448,604
+102,517
+30% +$4.65M 12.99% 3
2024
Q3 		$14.8M Buy
346,087
+66,365
+24% +$2.75M 9.36% 3
2024
Q2 		$11.9M Buy
+279,722
New +$11M 8.99% 3

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
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
CHIAL
Copper Harbor Investment Advisors, LLC Appleton, Wisconsin $472M AUM

Sowa Financial Group's FBCG Position: Q2 2026 in Review

Sowa Financial Group increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 5.1% in Q2 2026, buying an estimated $1.82M and bringing the position to 632,394 shares worth $39.3M. The position accounts for 18.31% of the portfolio, ranked #1.

Sowa Financial Group first reported a position in FBCG in Q2 2024 and has held it in 9 quarters since. 144 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

  • Sowa Financial Group held 632,394 shares of Fidelity Blue Chip Growth ETF worth $39.3M as of Q2 2026.
  • Sowa Financial Group bought 30,726 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $1.82M.
  • Fidelity Blue Chip Growth ETF made up 18.31% of Sowa Financial Group's portfolio in Q2 2026, its #1 holding.
  • Sowa Financial Group first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 144 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.