SEC 13F Intelligence

CONSERVATIVE POOL

CUSIP 808516843

Conservative Pool has 2 institutional holders in Filings Flow’s 13F database, together reporting 22.4K shares worth $469,967 as of Q1 2026. The largest reported holders are Fairfield Financial Advisors, Ltd, Kohmann Bosshard Financial Services, LLC, and Coston, Mcisaac & Partners.

Institutional Holders
2
Q1 2026
Reported Value
$469,967
Ticker
unmapped
private placement or foreign
Quarters Tracked
9

Ownership Trend

Institutional holders
Q2 ’22: 1Q2 ’22Q2 ’24: 2Q3 ’24: 2Q3 ’24Q4 ’24: 1Q1 ’25: 1Q1 ’25Q2 ’25: 1Q3 ’25: 1Q3 ’25Q4 ’25: 3Q1 ’26: 2Q1 ’26filingsflow.com
Total reported value
Q2 ’22: $18,000Q2 ’22Q2 ’24: $493,112Q3 ’24: $628,506Q3 ’24Q4 ’24: $595,018Q1 ’25: $546,587Q1 ’25Q2 ’25: $552,153Q3 ’25: $545,612Q3 ’25Q4 ’25: $626,264Q1 ’26: $469,967Q1 ’26filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Fairfield Financial Advisors, LTD$290M AUM0.14%$411,96719.6KQ1 2026
Coston, McIsaac & Partners$443M AUM0.01%$58,0002.8KQ1 2026
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.01%$77,8423.8KQ4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.