FPA CRESCENT

FPACX

Institutions

Combined AUM (Q2 2026)

$15.8M

Combined Shares (Q2 2026)

347,600

Overall Trend

Increase

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

+1,151

3 · 0 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-0

0 · 0 Exit · ≈ —

⚖️ Net

+1,151

—

Net Buy

💰 Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$15.8M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Broderick Brian C	1.49%	1.65%	#1	$9.6M	212,453	$9.0M	211,484	+969+0.46%	Add
Hemenway Trust Co LLC	0.3%	0.33%	#2	$4.3M	95,538	$4.1M	95,513	+25+0.03%	Add
Ethos Financial Group, LLC	0.11%	0.11%	#4	$1.6M	34,474	$1.5M	34,317	+157+0.46%	Add
Dempze Nancy E	0.11%	0.12%	#3	$232,366	5,135	$217,885	5,135	00.00%	Unchanged

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow