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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Garton & Associates Financial Advisors LLC | History | Added to | 21,077 | 5,227 | 4.28% | 2.94% | 1 | +1,415 | 7.2% | Q1 2026 | May 11, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 4,491 | 1,113 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 4,391 | 1,089 | 0.11% | 0.12% | 3 | -300 | -6.4% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | No change | 2,365 | 586 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,104 | 521 | 0.12% | 0.12% | 5 | +219 | 11.62% | Q1 2026 | Apr 22, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 1,985 | 492 | 0.04% | 0.04% | 6 | -4 | -0.2% | Q1 2026 | Apr 01, 2026 |
| Lester Murray Antman dba SimplyRich | History | New | 1,156 | 286 | 0.07% | — | 7 | +1,156 | New | Q1 2026 | May 01, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 359 | 89 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q1 2026 | May 08, 2026 |