Conservative Pool
13F holders, Q4 2025 (December 31)3holders +2
2new positions
0sold out
$21.32avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Conservative Pool in their 13F filings, up 2 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Fairfield Financial Advisors, LTD ($490K), Kohmann Bosshard Financial Services, LLC ($78K) and Coston, McIsaac & Partners ($58K).
- Company
- Conservative Pool
- CUSIP
- 808516843
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $136K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 6,517 shares bought and 2,993 shares sold, net +3,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Fairfield Financial Advisors, LTD | 0.16% | Reduce -11.6% | 22,853 | $490K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 3,759 | $78K |
| Coston, McIsaac & Partners | 0.01% | New | 2,758 | $58K |
"% of holder's portfolio" is CONSERVATIVE POOL's weight in each manager's 13F, not the share of Conservative Pool the manager owns.