Fidelity Balanced FundFBALX
13F holders, Q3 2024 (September 30)3holders −1
0new positions
1sold out
$30.81avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Fidelity Balanced Fund (FBALX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Neville Rodie & Shaw Inc. ($903K), Amarillo National Bank ($271K) and Notis-McConarty Edward ($213K).
- Company
- Fidelity Balanced Fund
- CUSIP
- 316345206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $16K |
All 13F filers, Q2 2024 → Q3 2024: 675 shares sold, net −675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Neville Rodie & Shaw Inc. | 0.07% | Reduce -0.4% | 29,306 | $903K |
| Amarillo National Bank | 0.05% | No change | 8,803 | $271K |
| Notis-McConarty Edward | 0.10% | No change | 6,902 | $213K |
"% of holder's portfolio" is FBALX's weight in each manager's 13F, not the share of Fidelity Balanced Fund the manager owns.