Fidelity Adv Balanced-IFBAUX
13F holders, Q1 2026 (March 31)1holders
1new positions
1sold out
$31.60avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Fidelity Adv Balanced-I (FBAUX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holder was McIlrath & Eck, LLC ($10K).
- Company
- Fidelity Adv Balanced-I
- CUSIP
- 316345719
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10K |
| Exits | 1 | $7K |
All 13F filers, Q4 2025 → Q1 2026: 318 shares bought and 208 shares sold, net +110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| McIlrath & Eck, LLC | 0.00% | New | 318 | $10K |
"% of holder's portfolio" is FBAUX's weight in each manager's 13F, not the share of Fidelity Adv Balanced-I the manager owns.