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Fidelity fund shares owned by Align Financial

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Align Financial from 13F filings

Historical chart of Align Financial investment in Fidelity fund

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All positions including Fidelity fund held by Align Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Align Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $978k 28k 34.81

More positions owned by Align Financial

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Avantis Core Fixed Income Etf Etf (AVIG)
Vanguard Value Etf Etf (VTV)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Apple Stock (AAPL)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Total Bond Market Etf Etf (BND)
Avantis Core Municipal Fixed Income Etf Etf (AVMU)
Dimensional U.s. Equity Market Etf Etf (DFUS)

View all positions for Align Financial

Top funds holding Fidelity fund

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