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Fidelity fund shares owned by KFG

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

Historical chart of KFG investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity fund by KFG

Quarter filed Position value Share count Share price at filing
2026-09-30 $39k 1.0k 38.05

More positions owned by KFG

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Cor Equ 2 Etf
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Central Securities (CET)
Apple (AAPL)

View all positions for KFG

Top funds holding Fidelity fund

Commonwealth Equity Services
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Concurrent Investment Advisors
Royal Bank of Canada
Summit Wealth Group Llc / Co
Holland Advisory Services
D.A. Davidson & Co.
OmniStar Financial Group
Jpmorgan Chase & Co

View all funds holding Fidelity fund