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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 30254T643

FPA NEW INCOME

7 institutions · $37.7M total · 3,854,038 shares

#ManagerSharesValue% of TotalPeriod
1CANANDAIGUA NATIONAL BANK & TRUST CO3,408,176$33.2M88.43%2024-03-31
2FIRST MERCHANTS CORP438,199$4.4M11.36%2025-12-31
3Hurley Capital, LLC1,916$19.3K0.04%2025-09-30
4TUCKER ASSET MANAGEMENT LLC287$2.9K0.00%2024-12-31
5Financial Gravity Asset Management, Inc.24$2410.00%2025-12-31
6Kohmann Bosshard Financial Services, LLC8$740.00%2025-12-31
7Coston, McIsaac & Partners5,428$520.14%2024-03-31