Beckerman Institutional’s Bancroft Fund BCV Stock Holding History

Beckerman Institutional’s Portfolio BCV Stock Details BCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.89M	Sell	72,888 -1,031	-1%	-$25.6K	0.9%	31
2026 Q1	$1.59M	Buy	73,919 +15	+0%	+$344	0.85%	32
2025 Q4	$1.63M	Sell	73,904 -1,015	-1%	-$22.9K	0.92%	32
2025 Q3	$1.64M	Sell	74,919 -860	-1%	-$17.5K	0.97%	30
2025 Q2	$1.43M	Buy	75,779 +16	+0%	+$281	0.95%	32
2025 Q1	$1.32M	Buy	75,763 +8,954	+13%	+$162K	0.96%	31
2024 Q4	$1.18M	Sell	66,809 -451	-0.7%	-$7.95K	0.95%	32
2024 Q3	$1.13M	Buy	+67,260	New	+$1.09M	0.95%	33

Other funds holding BCV

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beckerman Institutional's BCV Position: Q2 2026 in Review

Beckerman Institutional reduced its Bancroft Fund (BCV) stake by 1.4% in Q2 2026, selling an estimated $25.6K and leaving 72,888 shares worth $1.89M. The position accounts for 0.9% of the portfolio, ranked #31.

Beckerman Institutional first reported a position in BCV in Q3 2024 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold BCV as of Q2 2026.

Beckerman Institutional held 72,888 shares of Bancroft Fund worth $1.89M as of Q2 2026.
Beckerman Institutional sold 1,031 Bancroft Fund shares in Q2 2026, an estimated $25.6K.
Bancroft Fund made up 0.9% of Beckerman Institutional's portfolio in Q2 2026, its #31 holding.
Beckerman Institutional first reported a position in Bancroft Fund in Q3 2024 and has held it in 8 quarters since.
41 funds tracked by Wall St. Rank held Bancroft Fund as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.