FINSX — Fidelity Advisor New Insights I Institutional Holders · Q2 2026
Who owns Fidelity Advisor New Insights I (FINSX)? 6 institutions reported holding $3.02M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Sequent Asset Management, LLC ($2.2M), Moody Lynn & Lieberson, LLC ($443,219), Vermillion Wealth Management, Inc. ($205,503).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sequent Asset Management, LLC | $2.2M | 40,300 | Added |
| 2 | MOODY LYNN & LIEBERSON, LLC | $443,219 | 8,076 | Hold |
| 3 | Vermillion Wealth Management, Inc. | $205,503 | 3,744 | New |
| 4 | Westside Investment Management, Inc. | $97,298 | 1,772 | Added |
| 5 | Financial Gravity Companies, Inc. | $64,506 | 1,175 | Added |
| 6 | Coston, McIsaac & Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30