Fidelity Balanced FundFBALX
13F holders, Q4 2024 (December 31)5holders +2
2new positions
0sold out
$29.56avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Fidelity Balanced Fund (FBALX) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($907K), Coston, McIsaac & Partners ($783K) and Amarillo National Bank ($260K).
- Company
- Fidelity Balanced Fund
- CUSIP
- 316345206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $792K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 28,159 shares bought, net +28,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Neville Rodie & Shaw Inc. | 0.07% | Add +4.7% | 30,675 | $907K |
| Coston, McIsaac & Partners | 0.23% | New | 26,489 | $783K |
| Amarillo National Bank | 0.05% | No change | 8,803 | $260K |
| Notis-McConarty Edward | 0.10% | No change | 6,902 | $204K |
| Tucker Asset Management LLC | 0.00% | New | 301 | $9K |
"% of holder's portfolio" is FBALX's weight in each manager's 13F, not the share of Fidelity Balanced Fund the manager owns.