Fidelity Value FundFDVLX
13F holders, Q2 2026 (June 30)2holders
2new positions
0sold out
$16.80avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Fidelity Value Fund (FDVLX) in their 13F filings, unchanged from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Alpine Bank Wealth Management ($99K) and Vermillion Wealth Management, Inc. ($29K).
- Company
- Fidelity Value Fund
- CUSIP
- 316464106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $128K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q2 2026: 7,612 shares bought, net +7,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Alpine Bank Wealth Management | 0.01% | New | 5,888 | $99K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 1,724 | $29K |
"% of holder's portfolio" is FDVLX's weight in each manager's 13F, not the share of Fidelity Value Fund the manager owns.