Franchise Group, Inc. - CAMBRIA TAX AWAR (TAX) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / CAMBRIA TAX AWAR
Symbol
TAX
Price per share
$28.65
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
617,533
Total reported value
$16,262,849
% of total 13F portfolios
0%
Share change
+135,379
Value change
+$3,670,368
Number of holders
11
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 11 institutional investors reported holding 617,533 shares of Franchise Group, Inc. - CAMBRIA TAX AWAR (TAX).

Institutional Holders of Franchise Group, Inc. - CAMBRIA TAX AWAR (TAX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 0 $0 -$356,028 $28.65 0
2025 Q3 617,533 $16,262,849 +$3,670,368 $27.69 11
2025 Q2 535,216 $13,902,189 +$1,711,793 $25.93 12
2025 Q1 470,502 $10,717,674 +$5,457,809 $22.97 8
2024 Q4 232,930 $5,675,241 +$5,675,241 $24.42 5