FINSX FIDELITY ADV NW INSGHTS-I
FollowEQUITY FUNDS (fund)
6 managers (6 13F filers) reported a position in FINSX shares at 2025-09-30, 54,627 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 2
- Added
- 0
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 54,627
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Sequent Asset Management, LLC | 36,341 | $1.86M | 0.88% | new | 13F-HRTimeline |
| MOODY LYNN LIEBERSON & WALKER, LLC | 8,076 | $413K | 0.02% | 0 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4,500 | $230K | <0.01% | 0 | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 3,435 | $176K | 0.05% | new | 13F-HRTimeline |
| Westside Investment Management, Inc. | 1,197 | $61.2K | 0.01% | -157 | 13F-HRTimeline |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 1,078 | $55.2K | 0.01% | 13F-HRTimelineGroup |