FINSX institutional holders

FIDELITY ADVISOR NEW INSIGHTS I · 13F, 2026Q2

Managers holding5
Shares held55,067
Reported value$3.0m
Quarter flows2 new, 2 added, 0 trimmed, 2 exited

Top 5 holders

ManagerSharesValue% of manager's 13F
Sequent Asset Management, LLC40,300$2.2m0.9%
MOODY LYNN LIEBERSON & WALKER, LLC8,076$443,2190.0%
Vermillion Wealth Management, Inc.3,744$205,5030.0%
Westside Investment Management, Inc.1,772$97,2980.0%
Financial Gravity Companies, Inc.1,175$64,5060.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FINSX"). FINSX price history · All 13F data

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