Fidelity Adv NW Insghts-IFINSX
13F holders, Q1 2026 (March 31)5holders −1
1new positions
1sold out
$46.63avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Fidelity Adv NW Insghts-I (FINSX) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Sequent Asset Management, LLC ($1.8M), Moody LYNN Lieberson & Walker, LLC ($377K) and Coston, McIsaac & Partners ($228K).
- Company
- Fidelity Adv NW Insghts-I
- CUSIP
- 316071604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $228K |
| Exits | 1 | $220K |
All 13F filers, Q4 2025 → Q1 2026: 4,912 shares bought and 4,665 shares sold, net +247 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Sequent Asset Management, LLC | 0.88% | Reduce -0.4% | 39,315 | $1.8M |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 8,076 | $377K |
| Coston, McIsaac & Partners | 0.05% | New | 4,904 | $228K |
| Westside Investment Management, Inc. | 0.01% | Add +0.4% | 1,292 | $61K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +0.3% | 1,175 | $55K |
"% 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.