Fidelity Tr 500 Index Ins Prem

Ticker: FXAIX CUSIP: 315911750 Class: MUTUAL FUNDS

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Sequent Asset Management, LLC218,689$51,987
Grey Fox Wealth Advisors, LLC31,867$83
Fulton Bank, N.A.17,321$4,118
Kohmann Bosshard Financial Services, LLC12,422$2,953
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC12,021$2,858
Sippican Capital Advisors10,010$2,380
RIVERBRIDGE PARTNERS LLC6,468$1,537
Williams Jones Wealth Management, LLC.5,907$1,404
CARRET ASSET MANAGEMENT, LLC4,728$1,124
Coston, McIsaac & Partners3,796$1
GREAT LAKES ADVISORS, LLC3,679$875
CENTRAL BANK & TRUST CO3,590$853
NORTH STAR ASSET MANAGEMENT INC3,179$756
GRACE & WHITE INC /NY3,169$753
NORTH POINT PORTFOLIO MANAGERS CORP/OH2,940$699
MOODY LYNN & LIEBERSON, LLC2,771$659
KELLEHER FINANCIAL ADVISORS2,566$610
NEVILLE RODIE & SHAW INC2,375$1
DUMONT & BLAKE INVESTMENT ADVISORS LLC2,317$1
Mengis Capital Management, Inc.2,312$550
WOODSTOCK CORP2,029$482
PUZO MICHAEL J1,442$343
TOWER BRIDGE ADVISORS1,013$241
Financial Gravity Asset Management, Inc.965$229
Hemenway Trust Co LLC903$215
McMillan Office, Inc.843$201
Oakworth Capital, Inc.643$153
Westside Investment Management, Inc.561$134
Estabrook Capital Management526$125
Motiv8 Investments LLC2$0
Total (30 institutions)361,054$76,322