DOSSIER · 13F Holders · Q2 2026
FPACX

FPA CRESCENT FUND

4 institutions still hold FPA CRESCENT FUND as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 30254T759·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$16M
visible holders
Holders
4
filers reporting
Concentration
61.01%
Broderick Brian C #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported FPACX in Q2 2026. Broderick Brian C leads at 61.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Broderick Brian C
CIK 0001314376
$10M212K1.49%Q2 2026
02
Hemenway Trust Co LLC
CIK 0001494234
$4M96K0.30%Q2 2026
03
Ethos Financial Group, LLC
CIK 0001954242
$2M34K0.11%Q2 2026
04
Dempze Nancy E
CIK 0001592614
$232K5K0.11%Q2 2026