9 institutions reported holding $4.7M of AMER EUROPACIFIC GRWTH Cl F-2 (AEPFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: NORTH STAR ASSET MANAGEMENT INC ($2.8M), CSM Advisors, LLC ($864,000), GREAT LAKES ADVISORS, LLC ($369,103), KELLEHER FINANCIAL ADVISORS ($340,603), OAKWORTH CAPITAL, INC. ($140,482). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | $2.8M | 47,873 | Trimmed |
| 2 | CSM Advisors, LLC | $864,000 | 14,734 | Hold |
| 3 | GREAT LAKES ADVISORS, LLC | $369,103 | 6,297 | Hold |
| 4 | KELLEHER FINANCIAL ADVISORS | $340,603 | 5,810 | Trimmed |
| 5 | OAKWORTH CAPITAL, INC. | $140,482 | 2,396 | Hold |
| 6 | McIlrath & Eck, LLC | $136,439 | 2,328 | New |
| 7 | Transce3nd, LLC | $11,713 | 199 | New |
| 8 | Financial Gravity Asset Management, Inc. | $700 | 12 | Hold |
| 9 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31