KELLEHER FINANCIAL ADVISORS FCNTX — FIDELITY CONTRA FUND

Ownership history in KELLEHER FINANCIAL ADVISORS  ·  3 quarters on record

AI Ownership Summary

KELLEHER FINANCIAL ADVISORS reported FIDELITY CONTRA FUND (FCNTX) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.86% in 2025 Q3. The latest visible filing shows FCNTX at 0.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FCNTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KELLEHER FINANCIAL ADVISORS's position in FIDELITY CONTRA FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FCNTX was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FCNTX stock page KELLEHER FINANCIAL ADVISORS fund profile KELLEHER FINANCIAL ADVISORS full holdings
How KELLEHER FINANCIAL ADVISORS held FCNTX — position size vs. price
% of Fund (quarterly)    FCNTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 122,830 -10,748 -8.0% 0.71% $2.8M 2026-05-08 $25.67
2025 Q4 REDUCED — — — 133,578 -4,775 -3.5% 0.74% $3.2M 2026-01-20 $24.00
2025 Q3 INITIATED — — — 138,353 — — 0.86% $3.4M 2025-11-14 $23.36

🏢 Other funds also holding FCNTX

As of 2026 Q1 — sorted by position size

FIRST MERCHANTS CORP 3Y 7Y 1.32% NEVILLE RODIE & SHAW INC 3Y 7Y 1.03% Fairfield Financial Advisors, LTD 0.76% CARRET ASSET MANAGEMENT, LLC 3Y 7Y 0.23% CENTRAL BANK & TRUST CO 3Y 7Y 0.15% NORTHSTAR ASSET MANAGEMENT Co 3Y 7Y 0.1% MOODY LYNN LIEBERSON & WALKER, LLC 3Y 7Y 0.03% L & S Advisors Inc 3Y 7Y 0.03% FULTON BANK, N.A. 3Y 7Y 0.03% Williams Jones Wealth Management, LLC. 3Y 0.03%

FAQ About KELLEHER FINANCIAL ADVISORS and FCNTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has KELLEHER FINANCIAL ADVISORS reported owning FCNTX?

KELLEHER FINANCIAL ADVISORS reported FCNTX across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported FCNTX position in KELLEHER FINANCIAL ADVISORS's portfolio?

The largest reported portfolio weight for FCNTX was 0.86% in 2025 Q3.

What is the latest reported FCNTX position on this page?

The most recent filing on this page is 2026 Q1, when KELLEHER FINANCIAL ADVISORS reported 122,830 shares, equal to 0.71% of portfolio, with an estimated market value of $2.8M.

What does the chart on this FCNTX ownership page compare?

The chart compares KELLEHER FINANCIAL ADVISORS's quarterly FCNTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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