Fpa New Income Fund-InstFPNIX
13F holders, Q1 2026 (March 31)2holders −1
0new positions
1sold out
$9.99avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Fpa New Income Fund-Inst (FPNIX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($4.4M) and Financial Gravity Asset Management, Inc. ($238).
- Company
- Fpa New Income Fund-Inst
- CUSIP
- 30254T643
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $74 |
All 13F filers, Q4 2025 → Q1 2026: 1,697 shares sold, net −1,697 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| First Merchants Corp. | 0.17% | Reduce -0.4% | 436,510 | $4.4M |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 24 | $238 |
"% 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.