AssuredPartners Investment Advisors, LLC
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 2055492
Tampa, FL
Position in FBCG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$20,884,653
-$7,487,424 QoQ
Shares Held
416,693
-19.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FBCG Over Time
Shares Held
Position Value (USD)
All Filings in FBCG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,884,653 | 416,693 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $28,372,077 | 517,361 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $22,564,351 | 420,506 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $19,631,316 | 406,951 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $17,200,170 | 430,327 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $18,321,735 | 396,060 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||