Fidelity Balanced FundFBALX
13F holders, Q2 2024 (June 30)4holders +1
1new positions
0sold out
$29.55avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Fidelity Balanced Fund (FBALX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($870K), Amarillo National Bank ($260K) and Notis-McConarty Edward ($204K).
- Company
- Fidelity Balanced Fund
- CUSIP
- 316345206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $204K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 7,023 shares bought, net +7,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Neville Rodie & Shaw Inc. | 0.07% | Add +0.4% | 29,436 | $870K |
| Amarillo National Bank | 0.05% | No change | 8,803 | $260K |
| Notis-McConarty Edward | 0.08% | New | 6,902 | $204K |
| Tucker Asset Management LLC | 0.00% | Add +0.4% | 545 | $16K |
"% of holder's portfolio" is FBALX's weight in each manager's 13F, not the share of Fidelity Balanced Fund the manager owns.