FPURX

FIDELITY BALANCED FUND

Institutional Ownership · Q4 2025

Filing: Q4 2025

FIDELITY BALANCED FUND (FPURX) is held by 7 institutional investors with combined holdings of $2M. Major holders include NEVILLE RODIE & SHAW INC, Notis-McConarty Edward, Coston, McIsaac & Partner.

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Institutional Holders

Total Value

$2.0M

Ownership %

—

🏦 Top Institutional Holders

NEVILLE RODIE & SHAW INC

30.2K shares

$970.0K

Notis-McConarty Edward

18.5K shares

$524.2K

Coston, McIsaac & Partners

6.5K shares

$200.0K

Estabrook Capital Management

3.5K shares

$136.1K

Westside Investment Management, Inc.

2.4K shares

$77.4K

📊 Financials

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

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