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 | No change | 30,187 | 953 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Notis-McConarty Edward | History | No change | 6,902 | 217 | 0.11% | 0.1% | 2 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Coston, McIsaac & Partners | History | No change | 5,020 | 158 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,370 | -100.0% | Q1 2026 | May 11, 2026 |