SEC 13F Intelligence

FLVCXFIDELITY LEVERAGED CO. STOCK F

CUSIP 316389873 · Yahoo Finance ↗ · Google Finance ↗

Fidelity Leveraged Co. Stock F (FLVCX) has 1 institutional holders in Filings Flow’s 13F database, together reporting 5.3K shares worth $225,000 as of Q1 2026.

Institutional Holders
1
Q1 2026
Reported Value
$225,000
Ticker
FLVCX
Quarters Tracked
5

Ownership Trend

Institutional holders
Q3 ’23: 1Q3 ’23Q2 ’25: 1Q2 ’25Q3 ’25: 1Q3 ’25Q4 ’25: 2Q4 ’25Q1 ’26: 1Q1 ’26filingsflow.com
Total reported value
Q3 ’23: $4MQ3 ’23Q2 ’25: $213,000Q2 ’25Q3 ’25: $232,000Q3 ’25Q4 ’25: $262,714Q4 ’25Q1 ’26: $225,000Q1 ’26filingsflow.com

Holders

··Mixed quarters
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Manager% of PortfolioValueSharesQuarter
NEVILLE RODIE & SHAW INC$1.5B AUM0.02%$225,0005.3KQ1 2026
Garton & Associates Financial Advisors LLC$122M AUM0.02%$30,714699Q4 2025OLDER

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