2 institutions reported holding $4.3M of FIDELITY CAPITAL & INCOME (FAGIX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Garton & Associates Financial Advisors LLC ($4.2M), OAKWORTH CAPITAL, INC. ($30,585). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Garton & Associates Financial Advisors LLC | $4.2M | 389,390 | Added |
| 2 | OAKWORTH CAPITAL, INC. | $30,585 | 2,822 | Added |
Source: SEC Form 13F filings · as of 2026-03-31