3 institutions reported holding $469,967 of CONSERVATIVE POOL (SCGC1) in SEC 13F filings for 2026-03-31. Largest institutional holders: Fairfield Financial Advisors, LTD ($411,967), Coston, McIsaac & Partners ($58,000), Kohmann Bosshard Financial Services, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fairfield Financial Advisors, LTD | $411,967 | 19,627 | Trimmed |
| 2 | Coston, McIsaac & Partners | $58,000 | 2,758 | Hold |
| 3 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31