Fidelity Balanced FundFBALX
13F holders, Q1 2024 (March 31)3holders
$28.86avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Fidelity Balanced Fund (FBALX) in their 13F filings. The largest holders were Neville Rodie & Shaw Inc. ($846K), Amarillo National Bank ($254K) and Tucker Asset Management LLC ($16K).
- Company
- Fidelity Balanced Fund
- CUSIP
- 316345206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $16K |
| Exits | 1 | $86K |
Ownership 3 holders
| Neville Rodie & Shaw Inc. | 0.06% | Reduce -2.5% | 29,317 | $846K |
| Amarillo National Bank | 0.05% | No change | 8,803 | $254K |
| Tucker Asset Management LLC | 0.00% | New | 543 | $16K |
"% of holder's portfolio" is FBALX's weight in each manager's 13F, not the share of Fidelity Balanced Fund the manager owns.