FASMX

FIDELITY CHARLES STR TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

FIDELITY CHARLES STR TR (FASMX) is held by 5 institutional investors with combined holdings of $4M. Major holders include Arvest Bank Trust Divisio, MOODY LYNN & LIEBERSON, L, NEVILLE RODIE & SHAW INC.

💰 Dark Pool Activity 👤 Insider Trades

Institutional Holders

Total Value

$3.9M

Ownership %

—

🏦 Top Institutional Holders

Arvest Bank Trust Division

207.5K shares

$2.7M

MOODY LYNN & LIEBERSON, LLC

38.6K shares

$658.2K

NEVILLE RODIE & SHAW INC

16.6K shares

$363.0K

CARRET ASSET MANAGEMENT, LLC

11.0K shares

$187.9K

Coston, McIsaac & Partners

1.1K shares

$23.0K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

🏦 Browse Funds

See complete portfolios of top hedge funds.

🎯 AI Signals

Find stocks where multiple funds are accumulating.