FC

Fidelity Convertible Securities Fund | FCVSX

Mutual Fund
FIDELITY FINANCIAL TRUST
Last update 2025-06-16 47 Stocks (18 new)
Value $230.00 Mil Turnover 26 %
Countries:
Top Holdings: BACpL.PFD(11.44%)DHT(9.17%)APOpA.PFD(8.76%)WFCpL.PFD(7.53%)NEEpR(4.81%)
Summary Stock Picks Current Portfolio
Fidelity Convertible Securitie... Top Holdings of 2025-02-28 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BACpL.PFD
Bank of America Corp
21,245
26,311.9
0%
11.440
0%
-
+6.03%
+3.26%
0
Banks
DHT
DHT Holdings Inc
2,039,495
21,088.4
-4.67%
9.170
-0.39%
1.270
+9.43%
+22.85%
1,781.9
Oil & Gas
APOpA.PFD
Apollo Asset Management, Inc.
255,700
20,148.9
-5.58%
8.760
-0.57%
-
+19.00%
-6.90%
0
Asset Management
WFCpL.PFD
Wells Fargo & Co
14,200
17,304.4
New Holding
7.530
+7.53%
-
+2.94%
+2.40%
0
Banks
NEEpR
NextEra Energy Inc
274,300
11,065.3
0%
4.810
0%
-
+14.18%
+8.46%
0
Utilities - Regulated
ALB
Albemarle Corp
142,400
10,969.1
-9.47%
4.770
-0.66%
0.120
+42.68%
-7.26%
9,279.9
Chemicals
MSTR
Strategy
26,350
6,730.6
-28.10%
2.930
-1.64%
0.010
+19.05%
+42.11%
116,707.6
Software
ET
Energy Transfer LP
271,600
5,239.2
0%
2.280
0%
0.010
+4.01%
-7.74%
59,884.5
Oil & Gas
STNG
Scorpio Tankers Inc
129,800
5,172.5
+29.28%
2.250
+0.51%
0.250
+28.37%
-8.12%
2,283.0
Oil & Gas
TSX:SOBO
South Bow Corp
189,000
5,029.6
0%
2.190
0%
0.090
+9.53%
+10.78%
7,527.2
Oil & Gas

Fidelity Convertible Securities Fund's Historical Top Holdings Breakdowns

Fidelity Convertible Securities Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WFCpL.PFD
Wells Fargo & Co
2025-02-28
New Buy
New Buy
+7.53%
●
1172 ($1207.85) 1236.25
$1,184.98
-1.89%
New holding
14,200
14,200
SNX
TD Synnex Corp
2025-02-28
Sold Out
Sold Out
-1.87%
●
116.43 ($131.7) 144.69
$145.66
10.60%
Sold Out
0
-38,400
LNG
Cheniere Energy Inc
2025-02-28
Sold Out
Sold Out
-1.70%
●
205.94 ($222.19) 253.66
$223.29
0.50%
Sold Out
0
-18,500
SBUX
Starbucks Corp
2025-02-28
New Buy
New Buy
+1.69%
●
87.44 ($101.19) 115.81
$95.77
-5.36%
New holding
33,600
33,600
MSTR
Strategy
2025-02-28
Reduce
Reduce
-1.64%
●
240.05 ($343.89) 411.4
$411.59
19.69%
Reduce -28.1%
26,350
-10,300
ATI
ATI Inc
2025-02-28
Sold Out
Sold Out
-1.60%
●
54.21 ($57.96) 65.86
$94.19
62.50%
Sold Out
0
-64,953
GILD
Gilead Sciences Inc
2025-02-28
Sold Out
Sold Out
-1.44%
●
89.14 ($96.3) 114.31
$113.61
17.98%
Sold Out
0
-37,800
TMUS
T-Mobile US Inc
2025-02-28
Sold Out
Sold Out
-1.35%
●
211.3 ($235.5) 270.82
$233.78
-0.73%
Sold Out
0
-13,300
NSIT
Insight Enterprises Inc
2025-02-28
New Buy
New Buy
+1.27%
●
149.36 ($162.08) 174.13
$146.17
-9.82%
New holding
19,000
19,000
TOST
Toast Inc
2025-02-28
Sold Out
Sold Out
-1.17%
●
35.11 ($38.73) 43.54
$47.43
22.46%
Sold Out
0
-65,400

Fidelity Convertible Securities Fund Total Holding History ($B)

To

Fidelity Convertible Securities Fund's Asset Allocation

To

Fidelity Convertible Securities Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Fidelity Convertible Securities Fund's Hypothetical Growth since 2025-02-28

Fidelity Convertible Securities Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Fidelity Convertible Securities Fund's Holdings Heat Map

Size field:

Fidelity Convertible Securities Fund's Holdings Bubble Chart

Fidelity Convertible Securities Fund News

  • 1

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