AEPFX — American Funds Eupac F2 Institutional Holders · Q2 2026
Who owns American Funds Eupac F2 (AEPFX)? 9 institutions reported holding $3.98M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: North Star Asset Management Inc ($3.0M), Great Lakes Advisors, LLC ($399,452), Oakworth Capital, Inc. ($177,532).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | $3.0M | 46,848 | Trimmed |
| 2 | GREAT LAKES ADVISORS, LLC | $399,452 | 6,297 | Hold |
| 3 | OAKWORTH CAPITAL, INC. | $177,532 | 2,816 | Added |
| 4 | NBT BANK N A /NY | $172,275 | 2,716 | New |
| 5 | KELLEHER FINANCIAL ADVISORS | $151,303 | 2,385 | Trimmed |
| 6 | Vermillion Wealth Management, Inc. | $97,661 | 1,539 | New |
| 7 | Transce3nd, LLC | $13,322 | 211 | Added |
| 8 | Financial Gravity Companies, Inc. | $801 | 13 | Added |
| 9 | CSM Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30