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FPA New Income shares owned by Financial Gravity Companies

Quarter-by-quarter ownership of FPA New Income (FPNIX) shares owned by Financial Gravity Companies from 13F filings

Historical chart of Financial Gravity Companies investment in FPA New Income

Tip: Access up to 7 years of quarterly data

All positions including FPA New Income held by Financial Gravity Companies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FPA New Income by Financial Gravity Companies

Quarter filed Position value Share count Share price at filing
2026-06-30 $237 24 9.88

More positions owned by Financial Gravity Companies

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Spdr Series Trust Uit Exchange Traded (SPMD)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Series Trust Uit Exchange Traded (SPYG)
Spdr Series Trust Uit Exchange Traded (SPIB)
Ishares Tr Uit Exchange Traded (STIP)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Series Trust Uit Exchange Traded (SPBO)
Spdr Series Trust Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Companies

Top funds holding FPA New Income

First Merchants Bank, National Association
Financial Gravity Companies
Financial Gravity Wealth

View all funds holding FPA New Income