Institutional Ownership
Fidelity Balanced Fund
CUSIP 316345206EQUITY FUNDSFBALXQ1 2026
Institutional Holders
3
13F filers
Shares Held
42.1K
Aggregate institutional
Institutional Value
$219.0K
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased0
Decreased0
Sold out1
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Notis-Mcconarty Edward | 6.9K | $217.9K | 0 | Held |
| 2 | Neville Rodie & Shaw Inc | 30.2K | $953 | 0 | Held |
| 3 | Coston, Mcisaac & Partners | 5.0K | $158 | 0 | Held |