3 institutions reported holding $1.5M of FIDELITY BALANCED FUND (FBALX) in SEC 13F filings for 2026-06-30. Largest institutional holders: NEVILLE RODIE & SHAW INC ($1.1M), Notis-McConarty Edward ($269,171), Coston, McIsaac & Partners ($178,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | $1.1M | 30,259 | Added |
| 2 | Notis-McConarty Edward | $269,171 | 7,612 | Added |
| 3 | Coston, McIsaac & Partners | $178,000 | 5,038 | Added |
Source: SEC Form 13F filings · as of 2026-06-30