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Fidelity Balanced Fund

FBALX · Mutual fund · SEC EDGAR

4people name it in 2026
4different ways it's written

Courts & prosecutors 3Officeholders (not running) 1

FilerAs written on the formValue listedSource
A Kathleen McNeilly
Judicial Circuit (7Th)
MUTUAL FUNDS - FIDELITY - BALANCED, DIVIDEND GROWTH & LOW PRICED STOCK$1,042,041page 2
Carlos Gamez
Circuit Judge, Circuit 11, Group 75
Rollover Self-Directed IRA (JP Morgan Lg Cap Mutual Fund, Fidelity Balanced Fund, JP Morgan Growth Advantage Fund, Eaton Vance Atl Cap, Amana Mutual Growth Fund, Cash/Sweeping Funds)—page 2
Kathleen Smith R
Public Defender, Circuit 20
FBALX$77,208page 2
Ryan Kuhl
Circuit Judge, Circuit 20, Group 27
Fidelity fund FBALX—page 2

Matched by name against the Nasdaq and SEC lists; a value listed beside several holdings at once isn't split between them. How holdings are matched