Fidelity Growth & Income 13F Institutional Holdings

Institutions

Combined AUM (Q2 2026)

$1.7M

Combined Shares (Q2 2026)

22,873

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+14,184

4 institutions added · 4 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-2,553

3 institutions reduced · 2 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+11,631

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Wealthspire Advisors, LLC	<0.01%	—	#6	$700,717	9,437	$0	0	+9,437	New Buy
NEVILLE RODIE & SHAW INC	0.04%	0.04%	#2	$550,000	7,407	$525,000	7,733	-326-4.22%	Reduce
Vermillion Wealth Management, Inc.	0.05%	—	#1	$232,028	3,125	$0	0	+3,125	New Buy
Estabrook Capital Management	0.01%	0.01%	#4	$95,189	1,282	$87,073	1,282	00.00%	Unchanged
Financial Gravity Companies, Inc.	0.01%	—	#3	$81,367	1,096	$0	0	+1,096	New Buy
Alpine Bank Wealth Management	0.01%	—	#5	$39,058	526	$0	0	+526	New Buy

Fidelity Growth & Income

🧭 Institutional Sector Flow Heatmap