Evolve Private Wealth »

Bancroft Fund shares owned by Evolve Private Wealth

Quarter-by-quarter ownership of Bancroft Fund (BCV) shares owned by Evolve Private Wealth from 13F filings

Historical chart of Evolve Private Wealth investment in Bancroft Fund

Tip: Access up to 7 years of quarterly data

All positions including Bancroft Fund held by Evolve Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bancroft Fund by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $464k 22k 21.54

More positions owned by Evolve Private Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr International Sl (ISCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Emng Mkts Eqt (EMGF)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

Top funds holding Bancroft Fund

Saba Capital Management
Ameriprise Financial
Sit Investment Associates
Pathstone Holdings
Blue Bell Private Wealth Management
Guggenheim Capital, LLC Managers
Invesco
Beckerman Institutional
LPL Financial
UBS Group
Cambridge Investment Research Advisors
Mezzasalma Advisors
Brooklyn Capital Management
Stifel Financial
Shaker Financial Services

View all funds holding Bancroft Fund