Conestoga Small Ca-InvCCASX
13F holders, Q3 2025 (September 30)2holders +1
1new positions
0sold out
$70.50avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Conestoga Small Ca-Inv (CCASX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Fairfield Financial Advisors, LTD ($822K) and Vermillion Wealth Management, Inc. ($90K).
- Company
- Conestoga Small Ca-Inv
- CUSIP
- 207019100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $90K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 1,272 shares bought and 10,543 shares sold, net −9,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Fairfield Financial Advisors, LTD | 0.28% | Reduce -47.5% | 11,662 | $822K |
| Vermillion Wealth Management, Inc. | 0.02% | New | 1,272 | $90K |
"% of holder's portfolio" is CCASX's weight in each manager's 13F, not the share of Conestoga Small Ca-Inv the manager owns.