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 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 $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial's FBCG Position: Q1 2026 in Review

Stifel Financial increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 1.1% in Q1 2026, buying an estimated $72.1K and bringing the position to 123,100 shares worth $6.17M. The position accounts for 0.01% of the portfolio, ranked #1228.

Stifel Financial first reported a position in FBCG in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.68M in Q4 2025. 266 funds tracked by Wall St. Rank hold FBCG as of Q1 2026.

Stifel Financial held 123,100 shares of Fidelity Blue Chip Growth ETF worth $6.17M as of Q1 2026.
Stifel Financial bought 1,356 Fidelity Blue Chip Growth ETF shares in Q1 2026, an estimated $72.1K.
Fidelity Blue Chip Growth ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1228 holding.
Stifel Financial first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and has held it in 8 quarters since.
Stifel Financial's Fidelity Blue Chip Growth ETF position peaked at $6.68M in Q4 2025.
266 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.