Harbor Capital Apprecia-InstHACAX
13F holders, Q1 2026 (March 31)2holders −2
0new positions
2sold out
$103.84avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Harbor Capital Apprecia-Inst (HACAX) in their 13F filings, down 2 from Q4 2025. 0 opened new positions and 2 sold out. The largest holders were Fairfield Financial Advisors, LTD ($2.0M) and Moody LYNN Lieberson & Walker, LLC ($290K).
- Company
- Harbor Capital Apprecia-Inst
- CUSIP
- 411511504
- 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 | 2 | $259K |
All 13F filers, Q4 2025 → Q1 2026: 2,633 shares sold, net −2,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Fairfield Financial Advisors, LTD | 0.68% | Reduce -2.1% | 18,878 | $2.0M |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 2,790 | $290K |
"% of holder's portfolio" is HACAX's weight in each manager's 13F, not the share of Harbor Capital Apprecia-Inst the manager owns.