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Holdings (Monthly) Guide ↗

Unrestricted Series

· Bullfinch Fund Inc
Monthly Holdings $19M AUM 1 positions Period Jul 2026 Filed Sep 22, 2026 EDGAR ↗ ← All Funds
All 1 Added 1 Reduced · Jul 2026 vs Apr 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Charles Schwab Bank N/A Jan 2026 720,914 -1,545,008 $721K -68.2% 3.82% —