FINSXFIDELITY ADVISOR NEW INSIGHTS I
CUSIP 316071604 · Yahoo Finance ↗ · Google Finance ↗
Fidelity Advisor New Insights I (FINSX) has 4 institutional holders in Filings Flow’s 13F database, together reporting 15.4K shares worth $492,547 as of Q1 2026. The largest reported holders are Sequent Asset Management, LLC, Moody Lynn Lieberson & Walker, LLC, and Ferguson Wellman Capital Management, Inc.
Institutional Holders
4
Q1 2026
Reported Value
$492,547
Ticker
FINSX
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Sequent Asset Management, LLC$225M AUM | 0.86% | $2M | 39.5K | Q4 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.05% | $175,725 | 3.4K | Q3 2025OLDER |
| MOODY LYNN LIEBERSON & WALKER, LLC$1.8B AUM | 0.02% | $376,591 | 8.1K | Q1 2026 |
| Financial Gravity Companies, Inc.$509M AUM | 0.01% | $51,741 | 1.1K | Q2 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.01% | $54,809 | 1.2K | Q1 2026 |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $60,919 | 1.3K | Q1 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.00% | $219,533 | 4.5K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.