Fidelity Balanced FundFBALX
13F holders, Q3 2025 (September 30)3holders
0new positions
0sold out
$32.76avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Fidelity Balanced Fund (FBALX) in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($958K), Coston, McIsaac & Partners ($596K) and Notis-McConarty Edward ($226K).
- Company
- Fidelity Balanced Fund
- CUSIP
- 316345206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 13,525 shares bought, net +13,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Neville Rodie & Shaw Inc. | 0.07% | Add +0.3% | 29,246 | $958K |
| Coston, McIsaac & Partners | 0.14% | Add +282.3% | 18,195 | $596K |
| Notis-McConarty Edward | 0.11% | No change | 6,902 | $226K |
"% of holder's portfolio" is FBALX's weight in each manager's 13F, not the share of Fidelity Balanced Fund the manager owns.