Institutional Ownership
Fidelity Capital & Income
CUSIP 316062108BOND FUNDSFAGIXQ1 2026
Institutional Holders
2
13F filers
Shares Held
392.2K
Aggregate institutional
Institutional Value
$4.25M
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased2
Decreased0
Sold out0
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Garton & Associates Financial Advisors LLC | 389.4K | $4.22M | +66.7K | Added |
| 2 | Oakworth Capital, Inc. | 2.8K | $30.6K | +30 | Added |