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Fidelity Balanced shares owned by Amarillo National Bank

Quarter-by-quarter ownership of Fidelity Balanced (FBALX) shares owned by Amarillo National Bank from 13F filings

Historical chart of Amarillo National Bank investment in Fidelity Balanced

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Balanced held by Amarillo National Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Balanced by Amarillo National Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $254k 8.8k 28.85
2023-12-31 $237k 8.8k 26.93
2023-09-30 $222k 8.8k 25.16

More positions owned by Amarillo National Bank

iShares S&P 500 Index (IVV)
iShares S&P 500 Value Index (IVE)
Ishares Tr core msci intl (IDEV)
iShares Lehman Aggregate Bond (AGG)
iShares S&P 500 Growth Index (IVW)
iShares Russell 2000 Index (IWM)
Spdr S&p 500 Etf (SPY)
iShares Russell Midcap Index Fund (IWR)
Ishares Tr core intl aggr (IAGG)
iShares MSCI Emerging Markets Indx (EEM)
Federated World Invt Fed Intld Inst mutual funds (FGFLX)
iShares iBoxx $ High Yid Corp Bond (HYG)
iShares MSCI EAFE Index Fund (EFA)
Microsoft Corporation (MSFT)
iShares Dow Jones Select Dividend (DVY)

View all positions for Amarillo National Bank

Top funds holding Fidelity Balanced

Neville Rodie & Shaw
Amarillo National Bank
Main Street Group

View all funds holding Fidelity Balanced