Fidelity Adv SM Cap Val-IFCVIX
13F holders, Q4 2025 (December 31)2holders +1
0new positions
0sold out
$20.00avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Fidelity Adv SM Cap Val-I (FCVIX) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Oakworth Capital, Inc. ($38K) and Garton & Associates Financial Advisors LLC ($18K).
- Company
- Fidelity Adv SM Cap Val-I
- CUSIP
- 316389774
- 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: 183 shares sold, net −183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Oakworth Capital, Inc. | 0.00% | Reduce -8.8% | 1,907 | $38K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 901 | $18K |
"% of holder's portfolio" is FCVIX's weight in each manager's 13F, not the share of Fidelity Adv SM Cap Val-I the manager owns.