JONES FINANCIAL COMPANIES LLLP
Position in FBCG — Fidelity Blue Chip Growth ETF
CIK 815917
DES PERES, MO
Position in FBCG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,565,987
+$8,989,120 QoQ
Shares Held
331,122
+43.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#15
of 91 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
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 | $20,565,987 | 331,122 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,576,867 | 230,983 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,515,946 | 173,522 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,179,968 | 115,169 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,438,272 | 92,004 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,836,151 | 70,957 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $969,147 | 20,950 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||