Fidelity Adv Balanced-AFBAOX
13F holders, Q1 2026 (March 31)1holders
0new positions
0sold out
$31.70avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Fidelity Adv Balanced-A (FBAOX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Westside Investment Management, Inc. ($76K).
- Company
- Fidelity Adv Balanced-A
- CUSIP
- 316345743
- 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 | 0 | $0 |
Ownership 1 holders
| Westside Investment Management, Inc. | 0.01% | No change | 2,399 | $76K |
"% of holder's portfolio" is FBAOX's weight in each manager's 13F, not the share of Fidelity Adv Balanced-A the manager owns.