Conestoga Small Ca-InvCCASX
13F holders, Q4 2025 (December 31)2holders
0new positions
1sold out
$65.45avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Conestoga Small Ca-Inv (CCASX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Fairfield Financial Advisors, LTD ($622K) and Garton & Associates Financial Advisors LLC ($3K).
- Company
- Conestoga Small Ca-Inv
- CUSIP
- 207019100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $90K |
All 13F filers, Q3 2025 → Q4 2025: 3,437 shares sold, net −3,437 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Fairfield Financial Advisors, LTD | 0.20% | Reduce -18.6% | 9,497 | $622K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 49 | $3K |
"% of holder's portfolio" is CCASX's weight in each manager's 13F, not the share of Conestoga Small Ca-Inv the manager owns.