Current Market Value 55,529,615,595
Current Holdings 337
Most Recent File Date 2025-07-24
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by FBALX - Fidelity Balanced Fund . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-24 2025-05-31 NPORT-P 337 55,529,616
2025-04-25 2025-02-28 NPORT-P 323 57,298,534
2025-01-27 2024-11-30 NPORT-P 326 58,494,508
2024-10-29 2024-08-31 NPORT-P 323 47,915,741
2024-07-26 2024-05-31 NPORT-P 317 45,677,784
2024-04-24 2024-02-29 NPORT-P 336 44,766,599
2024-01-24 2023-11-30 NPORT-P 327 41,374,227
2023-10-27 2023-08-31 NPORT-P 319 41,027,077
2023-07-26 2023-05-31 NPORT-P 312 39,074,129
2023-04-27 2023-02-28 NPORT-P 319 37,523,509
2023-01-26 2022-11-30 NPORT-P 327 38,184,895
2022-10-26 2022-08-31 NPORT-P 325 39,344,923
2022-07-29 2022-05-31 NPORT-P 338 41,707,079
2022-04-27 2022-02-28 NPORT-P 341 45,491,462
2022-01-25 2021-11-30 NPORT-P 384 47,768,518
2021-10-26 2021-08-31 NPORT-P 387 47,993,017
2021-07-22 2021-05-31 NPORT-P 382 45,792,799
2021-04-23 2021-02-28 NPORT-P 363 42,354,073
2021-01-20 2020-11-30 NPORT-P 352 39,477,373
2020-10-16 2020-08-31 NPORT-P 340 37,875,630
2020-07-24 2020-05-31 NPORT-P 312 33,369,438
2020-04-20 2020-02-29 NPORT-P 314 34,398,118
2020-01-24 2019-11-30 NPORT-P 325 35,078,584