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

Stifel 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	$9.72M	Buy	156,508 +33,408	+27%	+$1.98M	0.01%	1040
2026 Q1	$6.17M	Buy	123,100 +1,356	+1%	+$72.1K	0.01%	1228
2025 Q4	$6.68M	Buy	121,744 +1,697	+1%	+$92.1K	0.01%	1169
2025 Q3	$6.44M	Buy	120,047 +16,672	+16%	+$849K	0.01%	1171
2025 Q2	$4.99M	Buy	103,375 +54,238	+110%	+$2.31M	﹤0.01%	1252
2025 Q1	$1.96M	Buy	49,137 +34,054	+226%	+$1.54M	﹤0.01%	1767
2024 Q4	$698K	Buy	15,083 +2,381	+19%	+$108K	﹤0.01%	2481
2024 Q3	$543K	Buy	12,702 +3,618	+40%	+$150K	﹤0.01%	2630
2024 Q2	$386K	Buy	+9,084	New	+$359K	﹤0.01%	2786

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial's FBCG Position: Q2 2026 in Review

Stifel Financial increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 27% in Q2 2026, buying an estimated $1.98M and bringing the position to 156,508 shares worth $9.72M. The position accounts for 0.01% of the portfolio, ranked #1040.

Stifel Financial first reported a position in FBCG in Q2 2024 and has held it in 9 quarters since. 317 funds tracked by Wall St. Rank hold FBCG as of Q2 2026.

Stifel Financial held 156,508 shares of Fidelity Blue Chip Growth ETF worth $9.72M as of Q2 2026.
Stifel Financial bought 33,408 Fidelity Blue Chip Growth ETF shares in Q2 2026, an estimated $1.98M.
Fidelity Blue Chip Growth ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1040 holding.
Stifel Financial first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and has held it in 9 quarters since.
317 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.