DOSSIER · 13F Holders · Q2 2026

NH PORTFOLIO 2030 (FIDELITY FU

1 institutions still hold NH PORTFOLIO 2030 (FIDELITY FU as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP NH2030003·1 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$238K
visible holders
Holders
1
filers reporting
Concentration
100.00%
NEVILLE RODIE & SHAW INC #1
top holder share
AI Holders Summary · Q2 2026

1 institutions reported NH PORTFOLIO 2030 (FIDELITY FU in Q2 2026. NEVILLE RODIE & SHAW INC leads at 100.0% 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
$238K7K0.02%Q2 2026