FIDELITY PURITAN TRUST - FBALX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NEVILLE RODIE & SHAW INC | History | Added to | 30,259 | 1,070 | 0.07% | 0.07% | 1 | +72 | 0.24% | Q2 2026 | Jul 06, 2026 |
| Notis-McConarty Edward | History | Added to | 7,612 | 269 | 0.12% | 0.11% | 2 | +710 | 10.29% | Q2 2026 | Aug 10, 2026 |
| Coston, McIsaac & Partners | History | Added to | 5,038 | 178 | 0.04% | 0.04% | 3 | +18 | 0.36% | Q2 2026 | Aug 12, 2026 |