CUSIP 316345206
FIDELITY BALANCED FUND
8 institutions · $17.1M total · 710,186 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | NISA INVESTMENT ADVISORS, LLC | 649,042 | $16.3M | 91.39% | 2023-12-31 |
| 2 | AMARILLO NATIONAL BANK | 8,803 | $260.2K | 1.23% | 2024-12-31 |
| 3 | Notis-McConarty Edward | 6,902 | $221.8K | 0.97% | 2025-12-31 |
| 4 | Fairfield Financial Advisors, LTD | 6,561 | $160.0K | 0.92% | 2024-09-30 |
| 5 | Garton & Associates Financial Advisors LLC | 3,370 | $108.3K | 0.47% | 2025-12-31 |
| 6 | TUCKER ASSET MANAGEMENT LLC | 301 | $8.9K | 0.04% | 2024-12-31 |
| 7 | NEVILLE RODIE & SHAW INC | 30,187 | $970 | 4.25% | 2025-12-31 |
| 8 | Coston, McIsaac & Partners | 5,020 | $161 | 0.70% | 2025-12-31 |