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AF Cap Wlrd GR & Inc-F3 (FWGIX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Coston, McIsaac & Partners
INCREASED
Shares192 from 191
Change+1 (+1%)
Value$15.6K (+$15.6K)
Filed 2026-11-06
Kelleher Financial Advisors
CLOSED
Shares0 from 5,354
Change-5,354 (-100%)
Value$0 (-$437.2K)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 759
Change-759 (-100%)
Value$0 (-$62.0K)
Filed 2026-10-26
Status
Coston, McIsaac & Partners
INCREASED192191+1+1%$15$15.6K+$15.6K2026-11-06
Kelleher Financial Advisors
CLOSED05,354-5,354-100%$437.2K$0-$437.2K2026-10-30
Vermillion Wealth Management, Inc.
CLOSED0759-759-100%$62.0K$0-$62.0K2026-10-26
Showing 3 of 3 institutions