FIDELITY SECURITIES FUND - FBGRX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CARRET ASSET MANAGEMENT, LLC | History | No change | 4,391 | 1,376 | 0.12% | 0.11% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 4,342 | 1,361 | 0.02% | 0.01% | 2 | -149 | -3.32% | Q2 2026 | Aug 05, 2026 |
| FULTON BANK, N.A. | History | No change | 2,365 | 741 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealthspire Advisors, LLC | History | New | 2,044 | 640 | 0.0% | — | 4 | +2,044 | New | Q2 2026 | Aug 11, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 1,980 | 621 | 0.04% | 0.04% | 5 | -5 | -0.25% | Q2 2026 | Jul 06, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 1,915 | 600 | 0.12% | 0.12% | 6 | -189 | -8.98% | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Companies, Inc. | History | New | 359 | 112 | 0.02% | — | 7 | +359 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 359 | 89 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Advisor Network LLC | History | New | 185 | 58 | 0.07% | — | 9 | +185 | New | Q2 2026 | Aug 13, 2026 |
| Luminist Capital LLC | History | New | 3 | 3 | 0.0% | — | 10 | +3 | New | Q2 2026 | Aug 07, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 4.28% | — | -21,077 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Lester Murray Antman dba SimplyRich | History | Closed out | 0 | 0 | — | 0.07% | — | -1,156 | -100.0% | Q2 2026 | Jul 31, 2026 |