DOSSIER · 13F Holders · Q2 2026
FVDFX

FIDELITY PURITAN TR VALU DISCO

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

CUSIP 316345503·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$154K
visible holders
Holders
2
filers reporting
Concentration
99.35%
Estabrook Capital Management #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported FVDFX in Q2 2026. Estabrook Capital Management leads at 99.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Estabrook Capital Management
CIK 0001344717
$153K4K0.02%Q2 2026
02
Coston, McIsaac & Partners
CIK 0001945037
$1K370.00%Q4 2025