Fidelity Balanced (FBALX) institutional ownership
FIDELITY BALANCED · 13F, 2026Q2
| Managers holding | 3 |
|---|---|
| Shares held | 42,909 |
| Reported value | $1.5m |
| Quarter flows | 0 new, 3 added, 0 trimmed, 0 exited |
Top 3 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| NEVILLE RODIE & SHAW INC | 30,259 | $1.1m | 0.1% |
| Notis-McConarty Edward | 7,612 | $269,171 | 0.1% |
| Coston, McIsaac & Partners | 5,038 | $178,000 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("FBALX"). FBALX price history · All 13F data