FPACX FPA CRESCENT FUND

Ownership history in Dempze Nancy E  ·  10 quarters on record

This page tracks every 13F SEC filing in which Dempze Nancy E 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
0.17% (2021 Q2)
Avg. % of fund
0.14%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 5,135 0% 0.12% $221K $43.10
2025 Q3 UNCHANGED 5,135 0% 0.13% $233K $39.29
2025 Q2 UNCHANGED 5,135 0% 0.13% $221K $37.23
2025 Q1 UNCHANGED 5,135 0% 0.12% $206K $34.02
6 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

Broderick Brian C 3Y 7Y 1.72%
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