FIDELITY SUMMER STREET TRUST - FAGIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Garton & Associates Financial Advisors LLC | History | Added to | 389,390 | 4,220 | 3.45% | 1.96% | 1 | +66,707 | 20.67% | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | Added to | 2,822 | 30 | 0.0% | 0.0% | 2 | +30 | 1.07% | Q1 2026 | Apr 24, 2026 |