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Fidelity Balanced Fund (FBALX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Neville Rodie & Shaw Inc
DECREASED
Shares28,922 from 30,259
Change-1,337 (-4%)
Value$1.0M (+$1.0M)
Filed 2026-10-05
Coston, McIsaac & Partners
INCREASED
Shares5,059 from 5,038
Change+21 (+0%)
Value$178.3K (+$252)
Filed 2026-11-06
Notis-McConarty Edward
N/A
Shares— from 7,612
Change-7,612 (-100%)
Value—
Status
Neville Rodie & Shaw Inc
DECREASED28,92230,259-1,337-4%$1.1K$1.0M+$1.0M2026-10-05
Coston, McIsaac & Partners
INCREASED5,0595,038+21+0%$178.0K$178.3K+$2522026-11-06
Notis-McConarty Edward
N/A—7,612-7,612-100%$269.2K———
Showing 3 of 3 institutions