Conservative Pool

13F holders, Q2 2024 (June 30)
2holders
$18.87avg. 13F price*

At the end of Q2 2024, 2 institutions reported holding Conservative Pool in their 13F filings. The largest holders were Fairfield Financial Advisors, LTD ($490K) and Mfa Wealth Advisors, LLC ($3K).

Company
Conservative Pool
CUSIP
808516843
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q2 2024

InstitutionsTotal Value
New Positions1$3K
Exits0$0

Ownership 2 holders

Fairfield Financial Advisors, LTD 0.14% — 25,955 $490K
Mfa Wealth Advisors, LLC 0.00% New 177 $3K

"% of holder's portfolio" is CONSERVATIVE POOL's weight in each manager's 13F, not the share of Conservative Pool the manager owns.