DOSSIER · 13F Holders · Q3 2026
FAGIX

FIDELITY CAPITAL & INCOME

3 institutions still hold FIDELITY CAPITAL & INCOME as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316062108·3 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$32K
visible holders
Holders
3
filers reporting
Concentration
99.99%
Oakworth Capital, Inc. #1
top holder share
AI Holders Summary · Q3 2026

3 institutions reported FAGIX in Q3 2026. Oakworth Capital, Inc. leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Oakworth Capital, Inc.
CIK 0001588871
$32K3K0.00%Q3 2026
02
Financial Gravity Companies, Inc.
CIK 0001377167
$100.00%Q2 2026
03
Financial Gravity Asset Management, Inc.
CIK 0001741736
$100.00%Q1 2026