SEC 13F Intelligence

FBALXFIDELITY BALANCED FUND

CUSIP 316345206 · Yahoo Finance ↗ · Google Finance ↗

Fidelity Balanced Fund (FBALX) has 3 institutional holders in Filings Flow’s 13F database, together reporting 42.1K shares worth $1M as of Q1 2026. The largest reported holders are Neville Rodie & Shaw Inc, Notis-Mcconarty Edward, and Coston, Mcisaac & Partners.

Institutional Holders
3
Q1 2026
Reported Value
$1M
Ticker
FBALX
Quarters Tracked
29

Ownership Trend

Institutional holders
Q1 ’19: 2Q1 ’19Q2 ’19: 4Q3 ’19: 2Q4 ’19: 2Q1 ’20: 2Q1 ’20Q2 ’20: 1Q3 ’20: 3Q4 ’20: 1Q1 ’21: 2Q1 ’21Q2 ’21: 2Q3 ’21: 1Q4 ’21: 2Q1 ’22: 1Q1 ’22Q2 ’22: 2Q3 ’22: 1Q4 ’22: 1Q1 ’23: 1Q1 ’23Q2 ’23: 1Q3 ’23: 4Q4 ’23: 4Q1 ’24: 2Q1 ’24Q2 ’24: 4Q3 ’24: 3Q4 ’24: 5Q1 ’25: 2Q1 ’25Q2 ’25: 3Q3 ’25: 3Q4 ’25: 4Q1 ’26: 3Q1 ’26filingsflow.com
Total reported value
Q1 ’19: $861,000Q1 ’19Q2 ’19: $1MQ3 ’19: $693,000Q4 ’19: $718,000Q1 ’20: $613,000Q1 ’20Q2 ’20: $656,000Q3 ’20: $1MQ4 ’20: $390,000Q1 ’21: $953,000Q1 ’21Q2 ’21: $997,000Q3 ’21: $752,000Q4 ’21: $860,000Q1 ’22: $765,000Q1 ’22Q2 ’22: $2MQ3 ’22: $644,000Q4 ’22: $676,000Q1 ’23: $718,000Q1 ’23Q2 ’23: $761,000Q3 ’23: $17MQ4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $1MQ3 ’24: $1MQ4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $1MQ3 ’25: $2MQ4 ’25: $1MQ1 ’26: $1MQ1 ’26filingsflow.com

Holders

··Mixed quarters
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Manager% of PortfolioValueSharesQuarter
NEVILLE RODIE & SHAW INC$1.5B AUM0.07%$953,00030.2KQ1 2026
Notis-McConarty Edward$201M AUM0.11%$217,9116.9KQ1 2026
Coston, McIsaac & Partners$443M AUM0.04%$158,0005.0KQ1 2026
Garton & Associates Financial Advisors LLC$122M AUM0.06%$108,2693.4KQ4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.