FIDELITY CONCORD STREET TRUST - FSKAX
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 | 117,677 | 24,408 | 0.13% | 0.13% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 12,965 | 2,689 | 0.93% | 0.93% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEVILLE RODIE & SHAW INC | History | No change | 1,873 | 394 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 8 | 1 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |