DOSSIER · 13F Holders · Q2 2026
FDVLX

FIDELITY VALUE FUND

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

CUSIP 316464106·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$128K
visible holders
Holders
2
filers reporting
Concentration
77.35%
Alpine Bank Wealth Management #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported FDVLX in Q2 2026. Alpine Bank Wealth Management leads at 77.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Alpine Bank Wealth Management
CIK 0001974910
$99K6K0.01%Q2 2026
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$29K2K0.01%Q2 2026