Fpa Crescent Fund-InstFPACX
13F holders, Q1 2026 (March 31)4holders +1
1new positions
0sold out
$42.43avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Fpa Crescent Fund-Inst (FPACX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Broderick Brian C ($9.0M), Hemenway Trust Co LLC ($4.1M) and Ethos Financial Group, LLC ($1.5M).
- Company
- Fpa Crescent Fund-Inst
- CUSIP
- 30254T759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.5M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 39,681 shares bought, net +39,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Broderick Brian C | 1.65% | No change | 211,484 | $9.0M |
| Hemenway Trust Co LLC | 0.33% | Add +6.0% | 95,513 | $4.1M |
| Ethos Financial Group, LLC | 0.11% | New | 34,317 | $1.5M |
| Dempze Nancy E | 0.12% | No change | 5,135 | $218K |
"% of holder's portfolio" is FPACX's weight in each manager's 13F, not the share of Fpa Crescent Fund-Inst the manager owns.