13F

Stock

Fidelity Balanced

Ticker not mapped · held by 3 managers

Reported value

$219K

Holders

3

+0 new · −1 exited

Holders’ est. mark

−$3.89K

Price effect on 3 books still in the name

Largest holder

$217.9K

Notis-McConarty Edward

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Notis-McConarty Edward6.9K$217.9K−$3.87KCut−$3.87K
NEVILLE RODIE & SHAW INC30.2K$953−$17Cut−$17
Coston, McIsaac & Partners5.02K$158−$3Cut−$3

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.