Conservative Pool
13F holders, Q1 2026 (March 31)2holders −1
0new positions
1sold out
$20.99avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Conservative Pool in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Fairfield Financial Advisors, LTD ($412K) and Coston, McIsaac & Partners ($58K).
- Company
- Conservative Pool
- CUSIP
- 808516843
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $78K |
All 13F filers, Q4 2025 → Q1 2026: 6,985 shares sold, net −6,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Fairfield Financial Advisors, LTD | 0.14% | Reduce -14.1% | 19,627 | $412K |
| Coston, McIsaac & Partners | 0.01% | No change | 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.