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Fidelity Puritan Fund shares owned by Fairfield Financial Advisors

Quarter-by-quarter ownership of Fidelity Puritan Fund (FPURX) shares owned by Fairfield Financial Advisors from 13F filings

Historical chart of Fairfield Financial Advisors investment in Fidelity Puritan Fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Puritan Fund held by Fairfield Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Puritan Fund by Fairfield Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $27k 1.0k 27.03
2024-06-30 $26k 1.0k 26.06
2023-12-31 $49k 2.1k 23.30
2023-09-30 $47k 2.1k 22.22
2023-06-30 $111k 4.8k 22.91
2023-03-31 $153k 7.1k 21.42

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Top funds holding Fidelity Puritan Fund

Twin Capital Management
Notis-McConarty Edward
Ferguson Wellman Capital Management
Coston, McIsaac & Partners
Fairfield Financial Advisors

View all funds holding Fidelity Puritan Fund