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Bancroft Fund shares owned by Beckerman Institutional

Quarter-by-quarter ownership of Bancroft Fund (BCV) shares owned by Beckerman Institutional from 13F filings

Historical chart of Beckerman Institutional investment in Bancroft Fund

Tip: Access up to 7 years of quarterly data

All positions including Bancroft Fund held by Beckerman Institutional consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bancroft Fund by Beckerman Institutional

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 67k 17.71
2024-09-30 $1.1M 67k 16.77

More positions owned by Beckerman Institutional

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Doubleline Etf Trust Opportunistic Bd (DBND)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Beckerman Institutional

Top funds holding Bancroft Fund

Saba Capital Management
Advisors Asset Management
Sit Investment Associates
Morgan Stanley
John G.Ullman & Associates
Beckerman Institutional
Shaker Financial Services
UBS Group
Ameriprise Financial
Guggenheim Capital, LLC Managers
Cambridge Investment Research Advisors
Blue Bell Private Wealth Management
Consolidated Portfolio Review Corp
LPL Financial
Pathstone Holdings

View all funds holding Bancroft Fund