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AF Cap Wlrd GR & Inc (CWGIX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Coston, McIsaac & Partners
UNCHANGED
Shares11,603 from 11,603
Change0 (0%)
Value$943.7K (-$4.3K)
Filed 2026-11-06
Westside Investment Management, Inc.
UNCHANGED
Shares3,697 from 3,697
Change0 (0%)
Value$301.0K (-$1.2K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,344
Change-1,344 (-100%)
Value$0 (-$109.8K)
Filed 2026-10-26
Financial Gravity Companies, Inc.
N/A
Shares— from 468
Change-468 (-100%)
Value—
Status
Coston, McIsaac & Partners
UNCHANGED11,60311,60300%$948.0K$943.7K-$4.3K2026-11-06
Westside Investment Management, Inc.
UNCHANGED3,6973,69700%$302.2K$301.0K-$1.2K2026-11-02
Vermillion Wealth Management, Inc.
CLOSED01,344-1,344-100%$109.8K$0-$109.8K2026-10-26
Financial Gravity Companies, Inc.
N/A—468-468-100%$38.2K———
Showing 4 of 4 institutions