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Fidelity Advisor Balanced FD I
Q4 2025 vs Q1 2026
Comparing institutional holders between quarters
Quarters
Q1 2026
Q4 2025
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
2
Filed
1
New
1
Closed
0
Increased
0
Decreased
0
Unchanged
0
No Data
Sort by
Q1 2026 shares — high to low
Q1 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q1 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
McIlrath & Eck, LLC
NEW
Shares
318
Change
+318
Value
$10.1K
Filed 2026-05-19
Garton & Associates Financial Advisors LLC
CLOSED
Shares
0
from 208
Change
-208
(-100%)
Value
$0
(-$6.7K)
Filed 2026-05-11
Institution
Status
Q1 2026 ↓
Q4 2025
Change
% Change
Q4 2025 Value
Q1 2026 Value
Value Change
Filed
McIlrath & Eck, LLC
NEW
318
—
+318
—
—
$10.1K
—
2026-05-19
Garton & Associates Financial Advisors LLC
CLOSED
0
208
-208
-100%
$6.7K
$0
-$6.7K
2026-05-11
Showing 2 of 2 institutions