Among active 13F managers last quarter, 1 opened and 1 reduced; the largest holder to move was Coston, McIsaac & Partners (−9.0%).
5 tracked 13F filers disclose a position in FBGRX as of the latest SEC 13F filings, a combined $4.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Carret Asset Management, LLC | 4K | $1.4M | —Held | Q2 2026 | |
| 2 | Williams Jones Wealth Management, LLC. | 4K | $1.4M | ▼−3.3% Reduced · −149 sh | Q2 2026 | |
| 3 | Fulton Bank, N.A. | 2K | $587K | —Held | Q1 2026 | |
| 4 | Coston, McIsaac & Partners | 2K | $600K | ▼−9.0% Reduced · −189 sh | Q2 2026 | |
| 5 | Financial Gravity Companies, Inc. | 359 | $113K | ▲New +359 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in FBGRX, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 3 funds | $113.7M |
| Alphabet Inc-CL CGOOG | 3 funds | $63.6M |
| Microsoft CorpMSFT | 3 funds | $51.8M |
| Berkshire Hathaway Inc-CL BBRK/B | 3 funds | $49.2M |
| JPMorgan Chase & CoJPM | 3 funds | $47.2M |
| Alphabet Inc-CL AGOOGL | 3 funds | $38.2M |
| Johnson & JohnsonJNJ | 3 funds | $34.2M |
| Walmart IncWMT | 3 funds | $27.2M |
| Amazon.com IncAMZN | 3 funds | $27.2M |
| Applied Materials IncAMAT | 3 funds | $23.3M |
| Cisco Systems IncCSCO | 3 funds | $21.3M |
| Vanguard Total Stock MKT ETFVTI | 3 funds | $18.4M |
Ranked by how many of FBGRX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FBGRX.
| Class | 13F holders | Value held |
|---|---|---|
| FBGRXthis pageMF | 5 funds | $4.0M |
| FGRIXOPEN END TAXABLE NO LOAD FUND | 5 funds | $525K |
| FOCPXOPEN END TAXABLE NO LOAD FUND | 3 funds | $1.3M |
| FCVAXETF | 1 funds | $239K |
| FCPGXCommon, Small Cap Growth | 1 funds | $219K |
| FRINXNTF EQUITY FUNDS | 1 funds | $52K |
| 316389774Mutual Fund | 1 funds | $39K |
| 316389121EQUITY FUNDS | 1 funds | $20K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FBGRX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FBGRX/capital-change-brief"
Use Arkolith's capital_change_brief for FBGRX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FBGRX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.