13F

Stock

Fidelity Balanced

Ticker not mapped · held by 4 managers

Reported value

$331.2K

Holders

4

+0 new · −0 exited

Holders’ est. mark

Need a prior quarter

Largest holder

$221.8K

Notis-McConarty Edward

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Notis-McConarty Edward6.9K$221.8KHeld
Garton & Associates Financial Advisors LLC3.37K$108.3KHeld
NEVILLE RODIE & SHAW INC30.2K$970Held
Coston, McIsaac & Partners5.02K$161Held

Positions as of Q4 2025. 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.