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 | Reduced | 28,922 | 1,019 | 0.07% | 0.07% | 1 | -1,337 | -4.42% | Q3 2026 | Oct 05, 2026 |
| Notis-McConarty Edward | History | No change | 7,612 | 269 | 0.12% | 0.12% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coston, McIsaac & Partners | History | Added to | 5,059 | 178 | 0.04% | 0.04% | 3 | +21 | 0.42% | Q3 2026 | Nov 06, 2026 |