FBALX FIDELITY BALANCED FUND: institutional ownership and insider trading

3 funds reported holding $1.47M of FIDELITY BALANCED FUND in their latest 13F filings; in Q2 2026 funds net bought $28.3K, with 0 new positions and 0 funds selling out.

Largest institutional holders of FBALX

  1. NEVILLE RODIE & SHAW INC — $1.02M
  2. Notis-McConarty Edward — $269K
  3. Coston, McIsaac & Partners — $178K

All FBALX 13F holders