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Fidelity Value Fund shares owned by Alpine Bank Wealth Management

Quarter-by-quarter ownership of Fidelity Value Fund (FDVLX) shares owned by Alpine Bank Wealth Management from 13F filings

Historical chart of Alpine Bank Wealth Management investment in Fidelity Value Fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Value Fund held by Alpine Bank Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Value Fund by Alpine Bank Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $99k 5.9k 16.80

More positions owned by Alpine Bank Wealth Management

Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Invesco Exch Trd Slf Idx Fd cmn (IUS)
Wisdomtree Tr (GDE)
Janus Detroit Str Tr (JAAA)
Ishares Tr cmn (STIP)
iShares S&P/Citigroup 1-3 Year Int Trsry (ISHG)
Pimco Etf Tr 0-5 high yield (HYS)
iShares S&P 500 Index (IVV)
Wisdomtree Tr (NTSD)
iShares S&P MidCap 400 Index (IJH)
Wisdomtree Floating Rate Treasury Fund (USFR)
RBB (TBIL)
Jp Morgan Exchange Traded Fd fund (JCPB)
iShares Russell 2000 Index (IWM)

View all positions for Alpine Bank Wealth Management

Top funds holding Fidelity Value Fund

Alpine Bank Wealth Management
Vermillion Wealth Management

View all funds holding Fidelity Value Fund