Fpa New Income Fund-InstFPNIX
13F holders, Q1 2024 (March 31)3holders
$9.75avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Fpa New Income Fund-Inst (FPNIX) in their 13F filings. The largest holders were Canandaigua National Bank & Trust Co. ($33.2M), Coston, McIsaac & Partners ($52K) and Tucker Asset Management LLC ($3K).
- Company
- Fpa New Income Fund-Inst
- CUSIP
- 30254T643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 3 holders
| Canandaigua National Bank & Trust Co. | 4.93% | Reduce -3.2% | 3,408,176 | $33.2M |
| Coston, McIsaac & Partners | 0.02% | No change | 5,428 | $52K |
| Tucker Asset Management LLC | 0.00% | Add +1.1% | 281 | $3K |
"% of holder's portfolio" is FPNIX's weight in each manager's 13F, not the share of Fpa New Income Fund-Inst the manager owns.