13F Insight
DOSSIER · 13F Holders · Q1 2026
AEPFX

EUROPACIFIC GROWTH GRADE F2

10 institutions still hold EUROPACIFIC GROWTH GRADE F2 as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 29875E100·10 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
10
filers reporting
Concentration
41.90%
CSM Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

10 institutions reported AEPFX in Q1 2026. CSM Advisors, LLC leads at 41.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CSM Advisors, LLC
CIK 0001863523
$864K15K0.02%Q1 202602
GREAT LAKES ADVISORS, LLC
CIK 0001078013
$399K6K0.00%Q2 202603
Oakworth Capital, Inc.
CIK 0001588871
$178K3K0.01%Q2 202604
NBT BANK N A /NY
CIK 0000898413
$172K3K0.01%Q2 202605
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$151K2K0.02%Q2 202606
McIlrath & Eck, LLC
CIK 0001701714
$136K2K0.01%Q1 202607
Vermillion Wealth Management, Inc.
CIK 0001737012
$98K2K0.02%Q2 202608
Motiv8 Investments LLC
CIK 0002024873
$62K1K0.03%Q4 202509
Financial Gravity Companies, Inc.
CIK 0001377167
$801130.00%Q2 202610
Financial Gravity Asset Management, Inc.
CIK 0001741736
$700120.00%Q1 2026