Conestoga Small Ca-InvCCASX
13F holders, Q2 2026 (June 30)2holders +1
2new positions
1sold out
$70.86avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Conestoga Small Ca-Inv (CCASX) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Vermillion Wealth Management, Inc. ($63K) and NBT Bank, N.A. ($49K).
- Company
- Conestoga Small Ca-Inv
- CUSIP
- 207019100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $113K |
| Exits | 1 | $440K |
All 13F filers, Q1 2026 → Q2 2026: 1,589 shares bought and 7,125 shares sold, net −5,536 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Vermillion Wealth Management, Inc. | 0.02% | New | 894 | $63K |
| NBT Bank, N.A. | 0.00% | New | 695 | $49K |
"% of holder's portfolio" is CCASX's weight in each manager's 13F, not the share of Conestoga Small Ca-Inv the manager owns.