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Eupac Fund (AEPFX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Great Lakes Advisors, LLC
UNCHANGED
Shares6,297 from 6,297
Change0 (0%)
Value$397.8K (-$1.6K)
Filed 2026-11-06
Oakworth Capital, Inc.
UNCHANGED
Shares2,816 from 2,816
Change0 (0%)
Value$177.9K (+$366)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares1,555 from 2,716
Change-1,161 (-43%)
Value$98.2K (-$74.0K)
Filed 2026-10-21
Kelleher Financial Advisors
CLOSED
Shares0 from 2,385
Change-2,385 (-100%)
Value$0 (-$151.3K)
Filed 2026-10-30
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,539
Change-1,539 (-100%)
Value$0 (-$97.7K)
Filed 2026-10-26
North Star Asset Management Inc
N/A
Shares— from 46,848
Change-46,848 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
Great Lakes Advisors, LLC
UNCHANGED6,2976,29700%$399.5K$397.8K-$1.6K2026-11-06
Oakworth Capital, Inc.
UNCHANGED2,8162,81600%$177.5K$177.9K+$3662026-10-26
NBT Bank, N.A.
DECREASED1,5552,716-1,161-43%$172.3K$98.2K-$74.0K2026-10-21
Kelleher Financial Advisors
CLOSED02,385-2,385-100%$151.3K$0-$151.3K2026-10-30
Vermillion Wealth Management, Inc.
CLOSED01,539-1,539-100%$97.7K$0-$97.7K2026-10-26
North Star Asset Management Inc
N/A—46,848-46,848-100%$3.0M———
Financial Gravity Companies, Inc.
N/A—13-13-100%$801———
Showing 7 of 7 institutions