Institutional Ownership
Conservative Pool
CUSIP 808516843MFOQ1 2026
Institutional Holders
2
13F filers
Shares Held
22.4K
Aggregate institutional
Institutional Value
$412.0K
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased0
Decreased1
Sold out1
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fairfield Financial Advisors, Ltd | 19.6K | $412.0K | −3.2K | Reduced |
| 2 | Coston, Mcisaac & Partners | 2.8K | $58 | 0 | Held |