FAGIX — Fidelity Capital & Income Fund Retail Class Institutional Holders · Q2 2026
Who owns Fidelity Capital & Income Fund Retail Class (FAGIX)? 2 institutions reported holding $32,831 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Oakworth Capital, Inc. ($32,831), Garton & Associates Financial Advisors LLC ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OAKWORTH CAPITAL, INC. | $32,831 | 2,882 | Added |
| 2 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30