Fidelity Balanced FundFBALX
13F holders, Q1 2026 (March 31)3holders −1
0new positions
1sold out
$31.56avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Fidelity Balanced Fund (FBALX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Neville Rodie & Shaw Inc. ($953K), Notis-McConarty Edward ($218K) and Coston, McIsaac & Partners ($158K).
- Company
- Fidelity Balanced Fund
- CUSIP
- 316345206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $108K |
All 13F filers, Q4 2025 → Q1 2026: 3,370 shares sold, net −3,370 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Neville Rodie & Shaw Inc. | 0.07% | No change | 30,187 | $953K |
| Notis-McConarty Edward | 0.11% | No change | 6,902 | $218K |
| Coston, McIsaac & Partners | 0.04% | No change | 5,020 | $158K |
"% of holder's portfolio" is FBALX's weight in each manager's 13F, not the share of Fidelity Balanced Fund the manager owns.