Fidelity Adv NW Insghts-IFINSX
13F holders, Q2 2026 (June 30)5holders
1new positions
1sold out
$54.88avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Fidelity Adv NW Insghts-I (FINSX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Sequent Asset Management, LLC ($2.2M), Moody LYNN Lieberson & Walker, LLC ($443K) and Vermillion Wealth Management, Inc. ($206K).
- Company
- Fidelity Adv NW Insghts-I
- CUSIP
- 316071604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $206K |
| Exits | 1 | $228K |
All 13F filers, Q1 2026 → Q2 2026: 5,209 shares bought and 4,904 shares sold, net +305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Sequent Asset Management, LLC | 0.93% | Add +2.5% | 40,300 | $2.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 8,076 | $443K |
| Vermillion Wealth Management, Inc. | 0.05% | New | 3,744 | $206K |
| Westside Investment Management, Inc. | 0.01% | Add +37.1% | 1,772 | $97K |
| Financial Gravity Companies, Inc. | 0.01% | — | 1,175 | $65K |
"% of holder's portfolio" is FINSX's weight in each manager's 13F, not the share of Fidelity Adv NW Insghts-I the manager owns.