FPACX FPA CRESCENT FUND

Ownership history in Broderick Brian C  ·  42 quarters on record

This page tracks every 13F SEC filing in which Broderick Brian C reported a position in FPA CRESCENT FUND (FPACX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.74% (2023 Q3)
Avg. % of fund
1.34%
First filed
2014 Q2
Last filed
2025 Q4
Quarters held
42
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 211,484 +16,426 +8.4% 1.72% $9.1M $43.10
2025 Q3 UNCHANGED 195,058 0% 1.68% $8.8M $39.29
2025 Q2 ADDED 195,058 +2,342 +1.2% 1.66% $8.4M $37.23
2025 Q1 UNCHANGED 192,716 0% 1.57% $7.7M $34.02
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FPACX price (monthly, adj. close)

Other funds also holding FPACX

As of 2025 Q4 — sorted by position size

Dempze Nancy E 3Y 7Y 0.12%
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