FIDELITY BALANCED

FBALX

Institutions

Combined AUM (Q2 2026)

$1.3M

Combined Shares (Q2 2026)

42,909

Overall Trend

Increase

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

+800

3 · 0 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-0

0 · 0 Exit · ≈ —

⚖️ Net

+800

—

Net Buy

💰 Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$1.3M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
NEVILLE RODIE & SHAW INC	0.07%	<0.01%	#2	$1.1M	30,259	$953	30,187	+72+0.24%	Add
Notis-McConarty Edward	0.12%	0.11%	#1	$269,171	7,612	$217,911	6,902	+710+10.29%	Add
Coston, McIsaac & Partners	<0.01%	<0.01%	#3	$178	5,038	$158	5,020	+18+0.36%	Add

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow