BW
GRF

Basepoint Wealth’s Eagle Capital Growth Fund GRF Stock Holding History

Basepoint Wealth’s Portfolio GRF Stock Details GRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.5K Hold
3,616
– – 0.02% 247
2025
Q4 		$38.7K Buy
+3,616
New +$38.5K 0.02% 233

Other funds holding GRF

SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Basepoint Wealth's GRF Position: Q1 2026 in Review

Basepoint Wealth held its Eagle Capital Growth Fund (GRF) position steady in Q1 2026 at 3,616 shares worth $36.5K. The position accounts for 0.02% of the portfolio, ranked #247.

Basepoint Wealth first reported a position in GRF in Q4 2025 and has held it in 2 quarters since. The position peaked at $38.7K in Q4 2025. 15 funds tracked by Wall St. Rank hold GRF as of Q1 2026.

  • Basepoint Wealth held 3,616 shares of Eagle Capital Growth Fund worth $36.5K as of Q1 2026.
  • Basepoint Wealth left its Eagle Capital Growth Fund share count unchanged in Q1 2026.
  • Eagle Capital Growth Fund made up 0.02% of Basepoint Wealth's portfolio in Q1 2026, its #247 holding.
  • Basepoint Wealth first reported a position in Eagle Capital Growth Fund in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's Eagle Capital Growth Fund position peaked at $38.7K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Eagle Capital Growth Fund as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.