SEC 13F Intelligence

FSPSXFIDELITY CONCORD STR TR

CUSIP 315911727 · Yahoo Finance ↗ · Google Finance ↗

Fidelity Concord Str Tr (FSPSX) has 3 institutional holders in Filings Flow’s 13F database, together reporting 10.3K shares worth $633,414 as of Q1 2026. The largest reported holders are Vestwell Advisors, LLC, Rowlandmiller & Partners.adv, and Sequent Asset Management, LLC.

Institutional Holders
3
Q1 2026
Reported Value
$633,414
Ticker
FSPSX
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 2Q2 ’19Q3 ’19: 2Q4 ’19: 3Q1 ’20: 2Q2 ’20: 3Q2 ’20Q3 ’20: 5Q4 ’20: 4Q1 ’21: 6Q2 ’21: 6Q2 ’21Q3 ’21: 6Q4 ’21: 6Q1 ’22: 7Q2 ’22: 3Q2 ’22Q3 ’22: 2Q4 ’22: 5Q1 ’23: 3Q2 ’23: 3Q2 ’23Q3 ’23: 2Q4 ’23: 2Q1 ’24: 2Q2 ’24: 3Q2 ’24Q3 ’24: 2Q4 ’24: 3Q1 ’25: 2Q2 ’25: 3Q2 ’25Q3 ’25: 2Q4 ’25: 5Q1 ’26: 3filingsflow.com
Total reported value
Q2 ’19: $625,000Q2 ’19Q3 ’19: $619,000Q4 ’19: $901,264Q1 ’20: $515,952Q2 ’20: $803,146Q2 ’20Q3 ’20: $2MQ4 ’20: $2MQ1 ’21: $2MQ2 ’21: $4MQ2 ’21Q3 ’21: $5MQ4 ’21: $3MQ1 ’22: $3MQ2 ’22: $2MQ2 ’22Q3 ’22: $671,019Q4 ’22: $1MQ1 ’23: $501,755Q2 ’23: $761,958Q2 ’23Q3 ’23: $476,352Q4 ’23: $584,321Q1 ’24: $605,367Q2 ’24: $679,539Q2 ’24Q3 ’24: $646,801Q4 ’24: $656,910Q1 ’25: $630,552Q2 ’25: $496,156Q2 ’25Q3 ’25: $736,955Q4 ’25: $89MQ1 ’26: $633,414filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Vestwell Advisors, LLC$365M AUM13.03%$88M1.45MQ4 2025OLDER
Sequent Asset Management, LLC$225M AUM0.17%$373,0006.1KQ4 2025OLDER
ROWLANDMILLER & PARTNERS.ADV$493M AUM0.08%$389,6626.3KQ1 2026
FULTON BANK, N.A.$3.3B AUM0.01%$225,1673.7KQ1 2026
KELLEHER FINANCIAL ADVISORS$395M AUM0.01%$27,8931.4KQ4 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$18,585303Q1 2026
Brooklyn Investment Group$3.2B AUM0.00%$61Q2 2025OLDER

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