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Fidelity 500 Index Instl Premi shares owned by Financial Concepts Un

Quarter-by-quarter ownership of Fidelity 500 Index Instl Premi (FXAIX) shares owned by Financial Concepts Un from 13F filings

Historical chart of Financial Concepts Un investment in Fidelity 500 Index Instl Premi

Tip: Access up to 7 years of quarterly data

All positions including Fidelity 500 Index Instl Premi held by Financial Concepts Un consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity 500 Index Instl Premi by Financial Concepts Un

Quarter filed Position value Share count Share price at filing
2026-03-31 $356k 1.6k 227.38

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View all positions for Financial Concepts Un

Top funds holding Fidelity 500 Index Instl Premi

Sequent Asset Management
Grey Fox Wealth Advisors
Fulton Bank, NA
Sippican Capital Adivsors
Riverbrige Partners
Williams Jones Wealth Management
Carret Asset Management
North Star Asset Management
Wintrust Financial Corporation
Coston, McIsaac & Partners
Marcia E. Wade
Moody Lynn & Co/
Grace & White
North Point Portfolio Managers Corporation
Mengis Capital Management

View all funds holding Fidelity 500 Index Instl Premi