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 | Added to | 4,682 | 1,390 | 0.12% | 0.12% | 1 | +291 | 6.63% | Q3 2026 | Nov 03, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 4,342 | 1,361 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FULTON BANK, N.A. | History | No change | 2,365 | 702 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,044 | 640 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,915 | 600 | 0.12% | 0.12% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEVILLE RODIE & SHAW INC | History | Added to | 2,002 | 595 | 0.04% | 0.04% | 6 | +22 | 1.11% | Q3 2026 | Oct 05, 2026 |
| RHL GROUP, LLC | History | New | 903 | 268 | 0.18% | — | 7 | +903 | New | Q3 2026 | Nov 03, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 359 | 112 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital Advisor Network LLC | History | No change | 185 | 58 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Luminist Capital LLC | History | No change | 3 | 3 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |