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Bancroft Fund LTD (BCV)

CUSIP: 059695106 | US | Financial Services · Asset Management | Micro Cap | 163 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AAmeriprise Financial, Inc.250,9134.5%Newly reportedJun 30, 2026No 13F filer matched
13G/AAmeriprise Financial, Inc.250,913
4.5% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Blue Bell Private Wealth Management, LLC136,827
0.4% of portfolio›$3.2M
Mezzasalma Advisors, LLC37,244
0.2% of portfolio›$859.6K
Cambridge Investment Research Advisors, Inc.36,681
0.0% of portfolio›$847.0K
Uhlmann Price Securities, LLC27,224
0.0% of portfolio›$628.4K
Shaker Financial Services, LLC14,645
0.1% of portfolio›$338.0K
Commonwealth Equity Services, LLC14,068
0.0% of portfolio›$324.7K
Concurrent Investment Advisors, LLC12,827
0.0% of portfolio›$296.0K
PNC Financial Services Group, Inc.9,535
0.0% of portfolio›$220.1K
Ceera Investments, LLC8,885
0.1% of portfolio›$205.1K
Wolverine Asset Management LLC4,688
0.0% of portfolio›$108.2K
Caldwell Trust Co1,238
0.0% of portfolio›$28.6K
Noble Wealth Management PBC1,000
0.0% of portfolio›$23.1K
Assetmark, Inc290
0.0% of portfolio›$6.7K
StyleTurnoverLocationFiled
Blue Bell Private Wealth Management, LLC
136,827$3.2M0.4%YieldVery LowBlue Bell, PA2026-10-29
Mezzasalma Advisors, LLC
37,244$859.6K0.2%GrowthLowTinton Falls, NJ2026-10-14
Cambridge Investment Research Advisors, Inc.
36,681$847.0K0.0%ETFLowFairfield, IA2026-11-02
Uhlmann Price Securities, LLC
27,224$628.4K0.0%Agg GrowthLowSkokie, IL2026-11-03
Shaker Financial Services, LLC
14,645$338.0K0.1%YieldHighArlington, VA2026-10-14
Commonwealth Equity Services, LLC
14,068$324.7K0.0%ETFLowWaltham, MA2026-11-02
Concurrent Investment Advisors, LLC
12,827$296.0K0.0%GrowthMediumTampa, FL2026-10-16
PNC Financial Services Group, Inc.
9,535$220.1K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Ceera Investments, LLC
8,885$205.1K0.1%CoreMediumBellaire, TX2026-11-02
Wolverine Asset Management LLC
4,688$108.2K0.0%Deep ValueVery HighChicago, IL2026-11-02
Caldwell Trust Co
1,238$28.6K0.0%GrowthLowVenice, FL2026-10-30
Noble Wealth Management PBC
1,000$23.1K0.0%YieldMediumGreenwood Village, CO2026-10-01
Assetmark, Inc
290$6.7K0.0%ETFLowConcord, CA2026-10-21