MAI Capital Management
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 1040197
INDEPENDENCE, OH
Position in FBCG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,409,283
+$6,082,030 QoQ
Shares Held
328,599
+15.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#16
of 91 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in FBCG Over Time
Shares Held
Position Value (USD)
All Filings in FBCG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,409,283 | 328,599 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,327,253 | 285,859 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,817,745 | 215,495 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,952,443 | 222,744 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,178 | 211 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,433 | 211 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,760 | 211 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||