FBAKX
Fidelity Balanced Fund Class K
Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Maxine Dexter OR-3 | Member | NWP 401K ⇒ Fidelity Balanced Fund Class K (FBAKX) MF | $500,001 - $1,000,000 | August 2, 2026 filing 10077553, p. 1 |
| Maxine Dexter OR-3 | Spouse | NWP 401K ⇒ Fidelity Balanced Fund Class K (FBAKX) MF | $500,001 - $1,000,000 | August 2, 2026 filing 10077553, p. 2 |
How the count is made: see Most held.