FIDELITY SECURITIES FUND - FGRIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | History | No change | 9,437 | 700 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEVILLE RODIE & SHAW INC | History | Added to | 7,894 | 544 | 0.04% | 0.04% | 2 | +487 | 6.57% | Q3 2026 | Oct 05, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 3,125 | 232 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Estabrook Capital Management | History | No change | 1,282 | 95 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 1,096 | 81 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alpine Bank Wealth Management | History | No change | 526 | 36 | 0.0% | 0.01% | 6 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |