Fidelity Balanced FundFBALX
13F holders, Q2 2026 (June 30)3holders
0new positions
0sold out
$35.36avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Fidelity Balanced Fund (FBALX) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($1.1M), Notis-McConarty Edward ($269K) and Coston, McIsaac & Partners ($178K).
- Company
- Fidelity Balanced Fund
- CUSIP
- 316345206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 800 shares bought, net +800 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Neville Rodie & Shaw Inc. | 0.07% | Add +0.2% | 30,259 | $1.1M |
| Notis-McConarty Edward | 0.12% | Add +10.3% | 7,612 | $269K |
| Coston, McIsaac & Partners | 0.04% | Add +0.4% | 5,038 | $178K |
"% of holder's portfolio" is FBALX's weight in each manager's 13F, not the share of Fidelity Balanced Fund the manager owns.