BI
BCV

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
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

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beckerman Institutional's BCV Position: Q1 2026 in Review

Beckerman Institutional increased its Bancroft Fund (BCV) stake by 0.02% in Q1 2026, buying an estimated $344 and bringing the position to 73,919 shares worth $1.59M. The position accounts for 0.85% of the portfolio, ranked #32.

Beckerman Institutional first reported a position in BCV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q3 2025. 38 funds tracked by Wall St. Rank hold BCV as of Q1 2026.

  • Beckerman Institutional held 73,919 shares of Bancroft Fund worth $1.59M as of Q1 2026.
  • Beckerman Institutional bought 15 Bancroft Fund shares in Q1 2026, an estimated $344.
  • Bancroft Fund made up 0.85% of Beckerman Institutional's portfolio in Q1 2026, its #32 holding.
  • Beckerman Institutional first reported a position in Bancroft Fund in Q3 2024 and has held it in 7 quarters since.
  • Beckerman Institutional's Bancroft Fund position peaked at $1.64M in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Bancroft Fund as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.