LWANC
BCV

Laurel Wealth Advisors (North Carolina)’s Bancroft Fund BCV Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2025
Q2 		– Sell
-200
Closed -$3.48K – 239
2025
Q1 		$3.48K Hold
200
– – ﹤0.01% 568
2024
Q4 		$3.54K Buy
+200
New +$3.53K ﹤0.01% 592

Other funds holding BCV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BI
Beckerman Institutional Ocean Grove, New Jersey $188M AUM 15.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BCV Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of Bancroft Fund (BCV) in Q2 2025, closing a stake of 200 shares — an estimated $3.48K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BCV in Q4 2024 and held it in 2 quarters. The position peaked at $3.54K in Q4 2024. 37 funds tracked by Wall St. Rank hold BCV as of Q2 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Bancroft Fund position as of Q2 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 200 Bancroft Fund shares in Q2 2025, an estimated $3.48K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Bancroft Fund in Q4 2024 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Bancroft Fund position peaked at $3.54K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Bancroft Fund as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.