FPACX FPA CRESCENT FUND-INST
FollowEquity Mutual Fu (fund)
5 managers (5 13F filers) reported a position in FPACX shares at 2025-06-30, 360,521 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 2
- Added
- 2
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 360,521
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Broderick Brian C | 195,058 | $8.38M | 1.66% | +2,342 | 13F-HRTimeline |
| Hemenway Trust Co LLC | 123,783 | $5.32M | 0.41% | +7,075 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 31,651 | $1.36M | 0.12% | new | 13F-HRTimeline |
| Dempze Nancy E | 5,135 | $221K | 0.13% | 0 | 13F-HRTimeline |
| RiverFront Investment Group, LLC | 4,894 | $210K | <0.01% | new | 13F-HRTimeline |