Fidelity Balanced FundFBALX
13F holders, Q4 2025 (December 31)4holders +1
0new positions
0sold out
$32.13avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Fidelity Balanced Fund (FBALX) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($970K), Notis-McConarty Edward ($222K) and Coston, McIsaac & Partners ($161K).
- Company
- Fidelity Balanced Fund
- CUSIP
- 316345206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 941 shares bought and 13,175 shares sold, net −12,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Neville Rodie & Shaw Inc. | 0.07% | Add +3.2% | 30,187 | $970K |
| Notis-McConarty Edward | 0.10% | No change | 6,902 | $222K |
| Coston, McIsaac & Partners | 0.04% | Reduce -72.4% | 5,020 | $161K |
| Garton & Associates Financial Advisors LLC | 0.06% | — | 3,370 | $108K |
"% of holder's portfolio" is FBALX's weight in each manager's 13F, not the share of Fidelity Balanced Fund the manager owns.