Who owns Bancroft Fund?

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Analyze quarterly positions in Bancroft Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Bancroft Fund stock

Who bought or sold Bancroft Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Ameriprise Financial 304k $6.6M 1% Mar 2026
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Saba Capital Management 278k $6.0M -23% Mar 2026
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Sit Investment Associates 255k $5.5M 0% Mar 2026
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Morgan Stanley 148k $3.3M -14% Mar 2026
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Pathstone Holdings 145k $3.1M 19% Mar 2026
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Blue Bell Private Wealth Management 108k $2.3M 11% Mar 2026
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Bank of America Corporation 101k $2.2M 100% Mar 2026
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Guggenheim Capital, LLC Managers 91k $2.0M -6% Mar 2026
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Invesco 89k $1.9M 20% Mar 2026
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Beckerman Institutional 74k $1.6M 0% Mar 2026
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UBS Group 61k $1.3M -7% Mar 2026
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LPL Financial 59k $1.3M -10% Mar 2026
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Cambridge Investment Research Advisors 41k $878k -12% Mar 2026
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Mezzasalma Advisors 40k $859k 1% Mar 2026
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Brooklyn Capital Management 39k $850k 0% Mar 2026
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Royal Bank of Canada 36k $779k -14% Mar 2026
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Advisors Asset Management 36k $773k 100% Mar 2026
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Stifel Financial 31k $663k 5% Mar 2026
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Gabelli Securities 27k $597k -4% Dec 2025
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First Trust Advisors 26k $558k 114% Mar 2026
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Uhlmann Price Securities 24k $521k 3% Mar 2026
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Evolve Private Wealth 22k $464k 100% Mar 2026
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Wells Fargo & Company 20k $424k -1% Mar 2026
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Cetera Investment Advisers 19k $417k -2% Mar 2026
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Envestnet Asset Management 16k $347k -8% Mar 2026
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Shaker Financial Services 15k $328k -45% Mar 2026
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Goss Wealth Management 15k $327k -8% Mar 2026
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Commonwealth Equity Services 14k $303k 0% Mar 2026
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Wolverine Asset Management 14k $294k 100% Mar 2026
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Concurrent Investment Advisors 13k $274k 100% Mar 2026
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Pnc Financial Services 9.2k $198k 48% Mar 2026
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Advisor Group Holdings 8.4k $186k 3% Dec 2025
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Caldwell Trust 2.5k $53k 0% Mar 2026
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Noble Wealth Management PBC 1.0k $22k 0% Mar 2026
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Ancora Advisors 1.0k $22k 0% Mar 2026
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Hanson McClain Advisors 1.0k $22k 0% Dec 2025
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LRI Investments 309.00 $6.7k 0% Mar 2026
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Assetmark 290.00 $6.2k 100% Mar 2026
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Who sold out of Bancroft Fund?

Fund or Company Name Date Sold Shares Held Valued At
Verition Fund Management Sep 2025 32k $699k