IFWM
BCV

Institute for Wealth Management’s Bancroft Fund BCV Stock Holding History

Institute for Wealth Management’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 		$157K Buy
+6,046
New +$150K 0.01% 572
2023
Q1 		– Sell
-10,306
Closed -$169K – 454
2022
Q4 		$169K Buy
10,306
+7
+0.1% +$121 0.04% 435
2022
Q3 		$172K Hold
10,299
– – 0.04% 428
2022
Q2 		$186K Hold
10,299
– – 0.04% 496
2022
Q1 		$235K Hold
10,299
– – 0.04% 484
2021
Q4 		$272K Hold
10,299
– – 0.04% 401
2021
Q3 		$305K Hold
10,299
– – 0.05% 372
2021
Q2 		$330K Hold
10,299
– – 0.06% 349
2021
Q1 		$304K Hold
10,299
– – 0.06% 357
2020
Q4 		$310K Hold
10,299
– – 0.06% 342
2020
Q3 		$256K Sell
10,299
-40
-0.4% -$1.03K 0.06% 351
2020
Q2 		$247K Hold
10,339
– – 0.06% 359
2020
Q1 		$201K Sell
10,339
-407
-4% -$9.82K 0.06% 369
2019
Q4 		$280K Hold
10,746
– – 0.06% 359
2019
Q3 		$254K Sell
10,746
-130
-1% -$3.07K 0.06% 355
2019
Q2 		$244K Sell
10,876
-270
-2% -$5.81K 0.05% 396
2019
Q1 		$238K Hold
11,146
– – 0.05% 379
2018
Q4 		$208K Sell
11,146
-410
-4% -$8.32K 0.09% 239
2018
Q3 		$266K Sell
11,556
-108
-0.9% -$2.42K 0.09% 194
2018
Q2 		$255K Sell
11,664
-55
-0.5% -$1.19K 0.08% 202
2018
Q1 		$248K Sell
11,719
-8
-0.1% -$174 0.07% 245
2017
Q4 		$255K Buy
11,727
+1,019
+10% +$22.2K 0.06% 324
2017
Q3 		$234K Hold
10,708
– – 0.08% 238
2017
Q2 		$231K Buy
+10,708
New +$229K 0.06% 351

Other funds holding BCV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Institute for Wealth Management's BCV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Bancroft Fund (BCV) in Q2 2026: 6,046 shares worth $157K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BCV as recently as Q4 2022.

Institute for Wealth Management first reported a position in BCV in Q2 2017 and has held it in 24 quarters since. The position peaked at $330K in Q2 2021. 10 funds tracked by Wall St. Rank hold BCV as of Q2 2026.

  • Institute for Wealth Management held 6,046 shares of Bancroft Fund worth $157K as of Q2 2026.
  • Bancroft Fund was a new Institute for Wealth Management position in Q2 2026.
  • Bancroft Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #572 holding.
  • Institute for Wealth Management first reported a position in Bancroft Fund in Q2 2017 and has held it in 24 quarters since.
  • Institute for Wealth Management's Bancroft Fund position peaked at $330K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Bancroft Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.