Fidelity Balanced Fund
$35.58-0.4%
+$28.3K
Net Activity
+1.90% total shares
Institutions Holding
3
Popularity Rank
#14032
Avg Weight
0.07%
Total Value
$1.5M
3 institutions currently hold FBALX, with 3 net buyers and 0 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
0
Net Buying Institutions
3
Top 5 by Value
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Across its top 3 institutional holders, FBALX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 20/100).
FBALX ranks #14032 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
3 institutions disclose a position in FBALX, but none treat it as a major bet — even Notis-McConarty Edward, its most concentrated holder, allocates just 0.1% of its own portfolio to it.
Notis-McConarty Edward has added to its FBALX position for two straight quarters, increasing it by $47.4K to reach $269.2K today.
+$28.3K
Total Buy Value
$0.0
Total Sell Value
3
Net Buyers
0
Net Sellers
FBALX
Q2 2026
Top 5 Institutional Movers
+$117.0K
+$34.8K
+$20.0K
FBALX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
316345206
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,251
Total reported value
$1.3T
Held by 5251 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 institutions — one of the most-tracked stocks on AlphaSMO
Access FBALX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/FBALXCLI
npx alphasmo stocks get FBALX