Fidelity Balanced FundFBALX
13F holders, Q1 2025 (March 31)2holders −3
0new positions
3sold out
$28.74avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Fidelity Balanced Fund (FBALX) in their 13F filings, down 3 from Q4 2024. 0 opened new positions and 3 sold out. The largest holders were Neville Rodie & Shaw Inc. ($882K) and Coston, McIsaac & Partners ($761K).
- Company
- Fidelity Balanced Fund
- CUSIP
- 316345206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $473K |
All 13F filers, Q4 2024 → Q1 2025: 16,006 shares sold, net −16,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Neville Rodie & Shaw Inc. | 0.07% | No change | 30,675 | $882K |
| Coston, McIsaac & Partners | 0.22% | No change | 26,489 | $761K |
"% of holder's portfolio" is FBALX's weight in each manager's 13F, not the share of Fidelity Balanced Fund the manager owns.