Fidelity
Financials Portfolio
Ticker FIDSX · CUSIP 316390608 · Mutual fund
Matched by tickerMatch to checkAll Fidelity (FMR) fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
35
2 with $250K or more
Dollars held
$6.8M
69,827 of 69,862 plans with fund lines hold none
Median per plan
$25K
Share of their fund dollars
<0.1%
Same fund, other share classes
Cost tiers are not known for enough of these classes to compare.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Financials Portfolio (this page)FIDSX | Not stated | 35 | $6.8M |
| Class AFIVGX | Retail / revenue sharing | 2 | $42K |
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Financials Portfolio
The largest 10 plans in each list.
| Troy Bank & Trust Company 401(k) Retirement Plan$49.0M plan · Troy Bank & Trust Company, AL · Fidelity (FMR) | $3.1M |
| Sierra-Cedar Companies, LLC 401(k) Plan$322M plan · Sierra-Cedar Companies, LLC, GA · Fidelity (FMR) | $1.7M |
| Sargent & Lundy Savings Investment Plan$1.43B plan · Sargent & Lundy, IL · Fidelity (FMR) | $638K |
| Harbor Health Services, Inc. 403(b) Plan$51.2M plan · Harbor Health Services, Inc., MA · Sentinel Benefits Group | $180K |
| The Dinex Group, LLC 401(k) Plan$20.2M plan · The Dinex Group, LLC, NY · Fidelity (FMR) | $157K |
| Wyanoke Deferred Compensation Plan$59.2M plan · The Wyanoke Group, Inc., NJ · Fidelity (FMR) | $142K |
| TSSD Deferred Compensation Plan$26.9M plan · TSSD Services, Inc., MA · Fidelity (FMR) | $138K |
| Capital Consultants, Inc. Employee Profit Sharing Plan$23.4M plan · Capital Consultants, Inc., MI · Fidelity (FMR) | $122K |
| Consolidated Fabrication & Constructors, Inc. Retirement Saving Plan$34.4M plan · Consolidated Fabrication & Constructors, Inc., IN · Fidelity (FMR) | $88K |
| The Hospital for Special Surgery 403(b) Plan$1.02B plan · New York Society for the Relief of the Ruptured and Crippled, NY · Fidelity (FMR) | $78K |
Plans whose filed schedule lists Financials Portfolio.
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How the filings spell it
Show 2 names seen in the filings
- Fidelity Fidelity Financials
- Fidelity Financials