Question 1

How many shares of FBCG does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 265,078 shares of FBCG (FIDELITY COVINGTON TRUST).

Question 2

What is &PARTNERS's FBCG position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's FBCG position is worth $16.4M.

Question 3

Is &PARTNERS buying or selling FBCG?

Accepted Answer

In 2026-Q2, &PARTNERS decreased their FBCG position (-1.8% change in shares).

Question 4

When did &PARTNERS first buy FBCG?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in FBCG in 2024-Q3. They have held the position across 17 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	265,078	-1.8%	$16.4M	0.1%	$62.11	0
2026-Q1	Decreased	270,057	-2.6%	$13.6M	0.1%	$52.48	0
2025-Q4	Increased	277,421	+0.5%	$15.1M	0.1%	$55.24	28
2025-Q3	Decreased	276,178	-1.0%	$14.8M	0.1%	$53.47	0
2025-Q2	Decreased	279,005	-1.1%	$13.5M	0.1%	$48.02	0
2025-Q1	Decreased	282,006	-2.6%	$11.3M	0.1%	$40.08	0
2024-Q4	Increased	289,457	+2.4%	$13.4M	0.2%	$46.74	34
2024-Q3	Decreased	282,556	-4.6%	$12.1M	0.2%	$42.53	0