DOSSIER · 13F Holders · Q2 2026
FBALX

FIDELITY BALANCED FUND

3 institutions still hold FIDELITY BALANCED FUND as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316345206·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2M
visible holders
Holders
3
filers reporting
Concentration
71.33%
NEVILLE RODIE & SHAW INC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported FBALX in Q2 2026. NEVILLE RODIE & SHAW INC leads at 71.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
NEVILLE RODIE & SHAW INC
CIK 0000071210
$1M30K0.07%Q2 2026
02
Notis-McConarty Edward
CIK 0001592616
$269K8K0.12%Q2 2026
03
Coston, McIsaac & Partners
CIK 0001945037
$161K5K0.04%Q4 2025