BRINSMERE FUND CONSERVATIVE TBFC

US
$29.32
-0.1%
52w: $25.64 – $29.59

Latest 13F among current holders filed 1 month ago (May 15, 2026)

Price — last 12 months

research preview data
25.6427.6229.59
Jun 20, 2025 Jul 2, 2026
Institutional holders
3
+1 QoQ
13F value
$341.4M
-1.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$282.4M
Q1 2024
$283.1M
Q2 2024
$296.0M
Q3 2024
$283.7M
Q4 2024
$299.7M
Q1 2025
$320.2M
Q2 2025
$332.6M
Q3 2025
$345.7M
Q4 2025
$341.4M
Q1 2026

Number of holders

2
Q1 2024
2
Q2 2024
2
Q3 2024
2
Q4 2024
2
Q1 2025
2
Q2 2025
2
Q3 2025
2
Q4 2025
3
Q1 2026

Who owns TBFC?

Q1 2026 filings
FundTypeSharesValue% of fundChange
Estate Counselors, LLC Wealth advisor12.1M$340.6M30.3%-1.0%
MORGAN STANLEY Bank broker29.9K$840K0.0%New
FMR LLC Long only active1$280.0%New

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.

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