Fpa Crescent Fund-InstFPACX
13F holders, Q2 2026 (June 30)4holders
0new positions
0sold out
$45.33avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Fpa Crescent Fund-Inst (FPACX) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Broderick Brian C ($9.6M), Hemenway Trust Co LLC ($4.3M) and Ethos Financial Group, LLC ($1.6M).
- Company
- Fpa Crescent Fund-Inst
- CUSIP
- 30254T759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 1,151 shares bought, net +1,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Broderick Brian C | 1.49% | Add +0.5% | 212,453 | $9.6M |
| Hemenway Trust Co LLC | 0.30% | Add +0.0% | 95,538 | $4.3M |
| Ethos Financial Group, LLC | 0.11% | Add +0.5% | 34,474 | $1.6M |
| Dempze Nancy E | 0.11% | No change | 5,135 | $232K |
"% of holder's portfolio" is FPACX's weight in each manager's 13F, not the share of Fpa Crescent Fund-Inst the manager owns.