Fidelity Balanced FundFBALX
13F holders, Q2 2025 (June 30)3holders +1
1new positions
0sold out
$30.96avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding Fidelity Balanced Fund (FBALX) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($903K), Notis-McConarty Edward ($214K) and Coston, McIsaac & Partners ($147K).
- Company
- Fidelity Balanced Fund
- CUSIP
- 316345206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $214K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 6,902 shares bought and 23,248 shares sold, net −16,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Neville Rodie & Shaw Inc. | 0.07% | Reduce -5.0% | 29,156 | $903K |
| Notis-McConarty Edward | 0.10% | New | 6,902 | $214K |
| Coston, McIsaac & Partners | 0.04% | Reduce -82.0% | 4,760 | $147K |
"% of holder's portfolio" is FBALX's weight in each manager's 13F, not the share of Fidelity Balanced Fund the manager owns.