FIDELITY SECS FD GRWTH & INCM

DOSSIER · 13F Holders · Q2 2026

FGRIX

FIDELITY SECS FD GRWTH & INCM

7 institutions still hold FIDELITY SECS FD GRWTH & INCM as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316389204·7 13F holders·last filed Jun 30, 2026

Market cap

—

13F value held

$2M

visible holders

Holders

7

filers reporting

Concentration

43.39%

Wealthspire Advisors, LLC #1

top holder share

AI Holders Summary · Q2 2026

7 institutions reported FGRIX in Q2 2026. Wealthspire Advisors, LLC leads at 43.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

01

Wealthspire Advisors, LLC

CIK 0001646247

$701K9K0.00%Q2 2026 02

NEVILLE RODIE & SHAW INC

CIK 0000071210

$550K7K0.04%Q2 2026 03

Estabrook Capital Management

CIK 0001344717

$95K1K0.01%Q2 2026 04

Financial Gravity Companies, Inc.

CIK 0001377167

$81K1K0.01%Q2 2026 05

McIlrath & Eck, LLC

CIK 0001701714

$77K1K0.01%Q1 2026 06

Financial Gravity Asset Management, Inc.