Fidelity Capital & IncomeFAGIX

13F holders, Q1 2024 (March 31)
1holders
$9.93avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding Fidelity Capital & Income (FAGIX) in their 13F filings. The largest holder was Encompass Wealth Advisors, LLC ($240K).

Company
Fidelity Capital & Income
CUSIP
316062108
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q3 2025: 1Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions0$0
Exits1$83.8M

Ownership 1 holders

Encompass Wealth Advisors, LLC 0.06% No change 24,128 $240K

"% of holder's portfolio" is FAGIX's weight in each manager's 13F, not the share of Fidelity Capital & Income the manager owns.