Latest Period
Q1 2026
Security Snapshot
FPA CRESCENT FUND - Equity Mutual Fu Institutional Ownership
CUSIP: 30254T759
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
4
Shares (Excl. Options)
346,449
Price
$42.43
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- Security type / class
- Equity / Equity Mutual Fu
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 346,449
- Total 13F value
- $14,699,813
- Portfolio coverage rank
- 0%
- Share change
- +39,681
- Value change
- +$1,683,648
- Number of holders
- 4
- SEC-reported price per share
- $42.43
Latest holder snapshot
4 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 30254T759 - FPA CRESCENT FUND - Equity Mutual Fu is tracked under CUSIP 30254T759.
- 4 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 3 to 4 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $13,221,700 to $14,699,813.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 4 institutions filings for Q1 2026.
Security key
30254T759
Latest holder period
Q1 2026
13F holders
4
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 30254T759:
As of 31 Mar 2026, 4 institutional investors reported holding 346,449 shares of FPA CRESCENT FUND - Equity Mutual Fu.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 346,449 | $14,699,813 | +$1,683,648 | $42.43 | 4 |
| 2025 Q4 | 306,768 | $13,221,700 | -$708,777 | $43.10 | 3 |
| 2025 Q3 | 321,575 | $14,577,020 | -$1,802,157 | $45.33 | 4 |
| 2025 Q2 | 360,521 | $15,484,406 | +$1,773,336 | $42.95 | 5 |
| 2025 Q1 | 320,769 | $12,869,241 | +$1,697,280 | $40.12 | 5 |
| 2024 Q4 | 277,258 | $11,145,755 | +$1,735,140 | $40.20 | 4 |
| 2024 Q3 | 234,095 | $9,897,575 | -$168,619 | $42.28 | 3 |
| 2024 Q2 | 238,454 | $9,721,796 | +$501,314 | $40.77 | 4 |
| 2024 Q1 | 222,701 | $9,112,913 | -$25,003 | $40.92 | 3 |
| 2023 Q4 | 227,302 | $8,780,635 | -$8,321,546 | $38.63 | 4 |
| 2023 Q3 | 442,745 | $16,458,137 | +$8,051,158 | $36.89 | 4 |
| 2023 Q2 | 227,840 | $8,441,716 | -$189,203 | $37.07 | 4 |
| 2023 Q1 | 232,944 | $8,213,603 | +$330,697 | $35.26 | 4 |
| 2022 Q4 | 223,565 | $7,453,661 | $33.34 | 2 | |
| 2022 Q3 | 223,565 | $6,875,000 | -$303,000 | $30.75 | 2 |
| 2022 Q2 | 232,963 | $7,534,000 | +$6,199 | $32.34 | 3 |
| 2022 Q1 | 232,892 | $8,354,000 | -$435,000 | $35.87 | 4 |
| 2021 Q4 | 244,644 | $9,054,000 | +$751,849 | $37.01 | 5 |
| 2021 Q3 | 223,980 | $8,867,000 | -$1,892,178 | $39.58 | 5 |
| 2021 Q2 | 271,816 | $10,782,000 | +$773,142 | $39.69 | 7 |
| 2021 Q1 | 252,182 | $9,955,000 | +$456,364 | $39.47 | 5 |
| 2020 Q4 | 240,633 | $8,656,000 | +$1,309,015 | $35.98 | 4 |
| 2020 Q3 | 204,250 | $6,407,000 | +$499,999 | $31.47 | 4 |
| 2020 Q2 | 189,848 | $5,693,001 | -$538,667 | $29.99 | 4 |
| 2020 Q1 | 210,690 | $5,666,000 | $26.90 | 4 |