Fidelity Secs Fd Grwth & Incm (FGRIX) institutional ownership
FIDELITY SECS FD GRWTH & INCM · 13F, 2026Q2
| Managers holding | 6 |
|---|---|
| Shares held | 22,873 |
| Reported value | $1.7m |
| Quarter flows | 4 new, 0 added, 1 trimmed, 2 exited |
Top 6 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Wealthspire Advisors, LLC | 9,437 | $700,717 | 0.0% |
| NEVILLE RODIE & SHAW INC | 7,407 | $550,000 | 0.0% |
| Vermillion Wealth Management, Inc. | 3,125 | $232,028 | 0.1% |
| Estabrook Capital Management | 1,282 | $95,189 | 0.0% |
| Financial Gravity Companies, Inc. | 1,096 | $81,367 | 0.0% |
| Alpine Bank Wealth Management | 526 | $39,058 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("FGRIX"). FGRIX price history · All 13F data