FIDSX
Select Financials Portfolio
Fidelity Select Portfolios

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
KKR & CO INC 0 216,700 216,700 1.81% $19.00M
WEALTHFRONT CORP 0 116,600 116,600 0.09% $967.78K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
ALLIANCEBERNSTEIN HOLDING LP 204,400 0 -204,400 0.00% -$8.44M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
Fidelity Securities Lending Cash Central Fund 36,755,879 71,119,685 34,363,806 6.77% $34.37M
CAPITAL ONE FINANCIAL CORP 94,946 114,946 20,000 2.14% $1.69M
ARTHUR J GALLAGHAR AND CO 55,000 65,600 10,600 1.43% $1.35M
RAYMOND JAMES FINANCIAL INC. 62,400 74,100 11,700 1.08% $1.58M
TRANSUNION 94,700 143,500 48,800 1.07% $3.22M
NORTHERN TRUST CORP 65,000 76,900 11,900 1.05% $2.47M
BLUE OWL CAPITAL INC A 919,700 921,800 2,100 0.93% -$4.07M
ASSOCIATED BANC CORP 341,600 342,100 500 0.86% $54.20K
BRP GROUP INC-A 343,449 387,247 43,798 0.86% -$795.98K
PERELLA WEINBERG PARTNERS 204,523 214,523 10,000 0.38% $236.23K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
MASTERCARD INC CL A 177,200 175,800 -1,400 8.66% -$6.63M
WELLS FARGO & CO 833,290 778,490 -54,800 6.04% -$8.13M
BANK OF AMERICA CORPORATION 1,294,200 1,267,200 -27,000 6.01% -$6.29M
CITIGROUP INC 339,300 310,400 -28,900 3.26% -$948.50K
STATE STREET CORP 267,200 243,300 -23,900 2.98% -$508.90K
SCHWAB CHARLES CORP 328,200 314,300 -13,900 2.85% -$512.63K
CHUBB LTD 87,500 83,300 -4,200 2.70% $2.48M
MORGAN STANLEY 160,000 145,200 -14,800 2.30% -$2.97M
TRUIST FINL CORP 432,100 410,600 -21,500 1.93% $154.04K
APOLLO GLOBAL MANAGEMENT INC 193,336 184,636 -8,700 1.84% -$6.18M
US BANCORP DEL 364,800 346,000 -18,800 1.80% $1.02M
M&T BANK CORP 84,337 80,537 -3,800 1.66% $1.43M
VIRTU FINANCIAL INC- CL A 427,100 400,100 -27,000 1.58% $1.30M
MOODYS CORP 32,400 31,600 -800 1.44% -$809.43K
NASDAQ INC 179,500 168,300 -11,200 1.40% -$1.58M
AMUNDI SA 156,800 147,800 -9,000 1.35% $1.60M
HISCOX LTD (NE HISCOX BERMUDA) 724,500 675,100 -49,400 1.34% $1.23M
CORPAY INC 53,000 42,700 -10,300 1.32% -$1.80M
ASSURANT INC 73,300 60,000 -13,300 1.31% -$2.95M
OLD NATL BANCORP 592,100 590,500 -1,600 1.30% $774.22K
VOYA FINANCIAL INC 210,400 197,000 -13,400 1.25% -$1.62M
FIRSTCASH HOLDINGS INC 67,611 66,311 -1,300 1.22% $2.07M
AMERICAN FINL GROUP INC OHIO 95,600 91,500 -4,100 1.16% -$998.36K
BOK FINL CORP 109,500 95,400 -14,100 1.14% -$338.20K
MARKETAXESS HLDGS INC 68,600 62,200 -6,400 1.14% $699.55K
POPULAR INC 87,400 86,600 -800 1.12% $1.70M
BROWN & BROWN 168,900 158,700 -10,200 1.09% -$2.19M
SELECTIVE INSURANCE GROUP INC 142,000 134,300 -7,700 1.07% $131.05K
UMB FINANCIAL CORP 102,458 96,358 -6,100 1.06% -$215.07K
FIRST INTST BANCSYST INC CL A 326,221 317,421 -8,800 1.05% $272.84K
EASTERN BANKSHARES INC 529,000 514,100 -14,900 0.96% $94.73K
KEYCORP 472,100 467,600 -4,500 0.92% $1.02M
WINTRUST FINL 60,100 59,400 -700 0.81% $502.56K
LANCASHIRE HOLDI 905,892 894,492 -11,400 0.77% $1.06M
TRICO BANCSHARES 168,200 167,300 -900 0.76% -$96.83K
EAST WEST BNCRP 69,500 68,600 -900 0.71% $92.62K
AUB GROUP LTD 406,166 395,801 -10,365 0.68% -$2.77M
CARLYLE GROUP INC (THE) 134,300 132,400 -1,900 0.66% -$439.90K
WESBANCO INC 187,300 184,500 -2,800 0.61% $389.34K
UNITED COMMUNITY BANKS GA 185,700 182,700 -3,000 0.56% $202.47K
BOLSA MEXICANA 2,225,900 2,215,900 -10,000 0.47% $388.20K
Fidelity Cash Central Fund 1,829,137 399,967 -1,429,170 0.04% -$1.43M
STIFEL FINANCIAL CORP 99,500 450 -99,050 0.00% -$12.11M
ESSENT GROUP LTD 197,200 100 -197,100 0.00% -$12.37M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
REINSURANCE GROUP OF AMERICA 196,593 196,593 0 4.04% $5.08M
FIRST AMERICAN FINANCIAL CORP 203,522 203,522 0 1.36% $885.32K
LAZARD INC CL A 247,592 247,592 0 1.19% $24.76K
SLM CORP 456,700 456,700 0 0.81% -$4.82M
Patria Investments Ltd., Class A 621,600 621,600 0 0.78% -$1.21M
FIRST HAWAIIAN INC 234,300 234,300 0 0.55% -$37.49K
ZIONS BANCORP NA 86,200 86,200 0 0.47% $349.11K
PAYPAL HOLDINGS 900 900 0 0.00% -$14.83K
LPL FINL HLDGS INC 100 100 0 0.00% -$5.57K
NEPTUNE INSURANCE HOLDINGS INC 600 600 0 0.00% -$1.50K

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