The Fidelity Balanced line shows up 2 times in the congressional disclosure record between 2021 and 2024, filed by 2 members: 1 purchase against 1 sale. On balance the chamber has been evenly split.
*Purchases only, weighted by the midpoint of each disclosed dollar band and marked to the latest close. Filings report a range, never a share count, so this follows the stock rather than anyone's position size.
| Date | Member | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2024-06-03 | Stephen F. Lynch | SELL | $15K–$50K | $28.94 | $32.32 2026-10-26 | -11.7% exit |
| 2021-07-06 | Ed Case | BUY | $50K–$100K | $31.52 | $32.32 2026-10-26 | +2.5% |
Buys are marked to the latest close and treated as open. A sell tagged rt closes an earlier disclosed buy in the same name. exit shows how the stock moved after the member sold.
2 members of the U.S. House and Senate have disclosed Fidelity Balanced transactions under the STOCK Act — 1 purchase and 1 sale. The full member-by-member breakdown, with dates and dollar ranges, is in the table above.
No member of Congress has disclosed a FBALX purchase in the last 90 days. STOCK Act filings lag the trade by up to 45 days, so newer buys may still be pending disclosure.
Every FBALX trade is marked to the latest close in the Return column; sells matched to a prior buy show a realized round-trip return.
Yes. Under the 2012 STOCK Act, members of Congress may buy and sell individual stocks but must publicly disclose each transaction within 45 days. Bargo surfaces those filings so you can see who traded FBALX and how it performed.