Fidelity Grwth & Inc. PortFGRIX
13F holders, Q1 2026 (March 31)4holders +1
1new positions
0sold out
$67.90avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Fidelity Grwth & Inc. Port (FGRIX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($525K), Estabrook Capital Management ($87K) and McIlrath & Eck, LLC ($77K).
- Company
- Fidelity Grwth & Inc. Port
- CUSIP
- 316389204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $77K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 1,134 shares bought, net +1,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Neville Rodie & Shaw Inc. | 0.04% | No change | 7,733 | $525K |
| Estabrook Capital Management | 0.01% | No change | 1,282 | $87K |
| McIlrath & Eck, LLC | 0.01% | New | 1,134 | $77K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 1,093 | $74K |
"% of holder's portfolio" is FGRIX's weight in each manager's 13F, not the share of Fidelity Grwth & Inc. Port the manager owns.