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Amer FND GRW FD of AM (AGTHX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Coston, McIsaac & Partners
UNCHANGED
Shares11,533 from 11,533
Change0 (0%)
Value$1.0M (+$3.5K)
Filed 2026-11-06
Violich Capital Management, Inc.
UNCHANGED
Shares4,799 from 4,799
Change0 (0%)
Value$423.8K (+$1.3K)
Filed 2026-10-05
Fulton Bank, N.A.
UNCHANGED
Shares3,916 from 3,916
Change0 (0%)
Value$345.8K (+$1.1K)
Filed 2026-10-14
Westside Investment Management, Inc.
UNCHANGED
Shares2,169 from 2,169
Change0 (0%)
Value$194.1K (+$3.1K)
Filed 2026-11-02
NBT Bank, N.A.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$392 (+$3)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,222
Change-1,222 (-100%)
Value$0 (-$107.6K)
Filed 2026-10-26
Ethos Financial Group, LLC
N/A
Shares— from 6,602
Change-6,602 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 4,096
Change-4,096 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 112
Change-112 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Status
Coston, McIsaac & Partners
UNCHANGED11,53311,53300%$1.0M$1.0M+$3.5K2026-11-06
Violich Capital Management, Inc.
UNCHANGED4,7994,79900%$422.5K$423.8K+$1.3K2026-10-05
Fulton Bank, N.A.
UNCHANGED3,9163,91600%$344.8K$345.8K+$1.1K2026-10-14
Westside Investment Management, Inc.
UNCHANGED2,1692,16900%$191.0K$194.1K+$3.1K2026-11-02
NBT Bank, N.A.
UNCHANGED4400%$389$392+$32026-10-21
Vermillion Wealth Management, Inc.
CLOSED01,222-1,222-100%$107.6K$0-$107.6K2026-10-26
Ethos Financial Group, LLC
N/A—6,602-6,602-100%$544.0K———
North Star Asset Management Inc
N/A—4,096-4,096-100%$360.6K———
McMillan Office, Inc.
N/A—2,474-2,474-100%$217.8K———
Financial Gravity Companies, Inc.
N/A—112-112-100%$9.9K———
Game Plan Financial Advisors, LLC
N/A—28-28-100%$2.5K———
Showing 11 of 11 institutions