Bexil Investment TrustBXSY
13F holders, Q2 2026 (June 30)2holders +1
1new positions
0sold out
$17.13avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Bexil Investment Trust (BXSY) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Atlas Wealth LLC ($12.9M) and Ancora Advisors LLC ($5K).
- Company
- Bexil Investment Trust
- CUSIP
- 25538A204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12.9M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 751,470 shares bought, net +751,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Atlas Wealth LLC | 2.08% | New | 751,470 | $12.9M |
| Ancora Advisors LLC | 0.00% | No change | 300 | $5K |
"% of holder's portfolio" is BXSY's weight in each manager's 13F, not the share of Bexil Investment Trust the manager owns.