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FPA Crescent Fund

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Adirondack Trust Co
NEW
Shares250
Change+250
Value$11.5K
Filed 2026-10-14
Broderick Brian C
N/A
Shares— from 212,453
Change-212,453 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 95,538
Change-95,538 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 34,474
Change-34,474 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 5,135
Change-5,135 (-100%)
Value—
Status
Adirondack Trust Co
NEW250—+250——$11.5K—2026-10-14
Broderick Brian C
N/A—212,453-212,453-100%$9.6M———
Hemenway Trust Co LLC
N/A—95,538-95,538-100%$4.3M———
Ethos Financial Group, LLC
N/A—34,474-34,474-100%$1.6M———
Dempze Nancy E
N/A—5,135-5,135-100%$232.4K———
Showing 5 of 5 institutions