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.
| 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 |
| 2024 Q4 | ADDED | 192,716 | +11,377 | +6.3% | 1.52% | $7.7M | $34.09 |
| 2024 Q3 | UNCHANGED | 181,339 | — | 0% | 1.50% | $7.7M | $32.22 |
| 2024 Q2 | ADDED | 181,339 | +5,366 | +3.0% | 1.51% | $7.4M | $31.07 |
| 2024 Q1 | UNCHANGED | 175,973 | — | 0% | 1.54% | $7.2M | $29.75 |
| 2023 Q4 | ADDED | 175,973 | +4,588 | +2.7% | 1.70% | $6.8M | $28.08 |
| 2023 Q3 | UNCHANGED | 171,385 | — | 0% | 1.74% | $6.3M | $25.41 |