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Amer FND GRW FD of Am-F3 (GAFFX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lesa Sroufe & Co
UNCHANGED
Shares4,509 from 4,509
Change0 (0%)
Value$399 (-$397.6K)
Filed 2026-10-29
Vermillion Wealth Management, Inc.
DECREASED
Shares154 from 3,508
Change-3,354 (-96%)
Value$13.6K (-$295.8K)
Filed 2026-10-26
Kelleher Financial Advisors
CLOSED
Shares0 from 66,315
Change-66,315 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-30
Wealthspire Advisors, LLC
N/A
Shares— from 7,247
Change-7,247 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 4,479
Change-4,479 (-100%)
Value—
Status
Lesa Sroufe & Co
UNCHANGED4,5094,50900%$398.0K$399-$397.6K2026-10-29
Vermillion Wealth Management, Inc.
DECREASED1543,508-3,354-96%$309.4K$13.6K-$295.8K2026-10-26
Kelleher Financial Advisors
CLOSED066,315-66,315-100%$5.8M$0-$5.8M2026-10-30
Wealthspire Advisors, LLC
N/A—7,247-7,247-100%$639.1K———
Ethos Financial Group, LLC
N/A—5,391-5,391-100%$445.2K———
North Star Asset Management Inc
N/A—4,479-4,479-100%$395.0K———
Showing 6 of 6 institutions