As of 30 Sep 2025, 2 institutional investors reported holding 451,531 shares of FPA NEW INCOME - Mutual Funds.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 438,199 | $4,417,065 | -$115,073 | $10.08 | 1 |
| 2025 Q3 | 451,531 | $4,555,987 | -$93,874 | $10.09 | 2 |
| 2025 Q2 | 460,835 | $4,608,389 | -$85,384 | $10.00 | 1 |
| 2025 Q1 | 469,387 | $4,661,043 | +$129,950 | $9.93 | 2 |
| 2024 Q4 | 456,591 | $4,460,929 | +$44,552 | $9.77 | 2 |
| 2024 Q3 | 452,031 | $4,524,855 | +$31,161 | $10.01 | 2 |
| 2024 Q2 | 449,728 | $4,380,366 | -$28,904,107 | $9.74 | 3 |
| 2024 Q1 | 3,413,885 | $33,284,455 | -$1,106,879 | $9.75 | 3 |
| 2023 Q4 | 3,527,411 | $34,426,558 | +$1,265,296 | $9.76 | 3 |
| 2023 Q3 | 3,397,770 | $32,312,179 | +$32,312,175 | $9.51 | 3 |