DOSSIER · 13F Holders · Q2 2026
FLPSX

FIDELITY PURITAN TR LOW PRICE

4 institutions still hold FIDELITY PURITAN TR LOW PRICE as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316345305·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$206K
visible holders
Holders
4
filers reporting
Concentration
98.83%
NORTH STAR ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported FLPSX in Q2 2026. NORTH STAR ASSET MANAGEMENT INC leads at 98.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$203K4K0.01%Q2 2026
02
Financial Gravity Companies, Inc.
CIK 0001377167
$1K270.00%Q2 2026
03
Financial Gravity Asset Management, Inc.
CIK 0001741736
$1K270.00%Q1 2026
04
Estabrook Capital Management
CIK 0001344717
$4610.00%Q2 2026