4 institutions reported holding $1.3M of FIDELITY BALANCED (FBALX) in SEC 13F filings for 2026-03-31. Largest institutional holders: NEVILLE RODIE & SHAW INC ($953,000), Notis-McConarty Edward ($217,911), Coston, McIsaac & Partners ($158,000), Garton & Associates Financial Advisors LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | $953,000 | 30,187 | Hold |
| 2 | Notis-McConarty Edward | $217,911 | 6,902 | Hold |
| 3 | Coston, McIsaac & Partners | $158,000 | 5,020 | Hold |
| 4 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31