CUSIP 399874106LOAD EQUITY FUNDAGTHXQ4 2025
Aggregate 13F value by quarter
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12 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 8.3K | $667.3K | +4.3K | Added |
| 2 | Beck Mack & Oliver LLC | 8.2K | $657.4K | +8.2K | New |
| 3 | Ethos Financial Group, LLC | 6.0K | $482.8K | +422 | Added |
| 4 | Ferguson Wellman Capital Management, Inc | 4.2K | $337.8K |
| Held |
| 5 | North Star Asset Management Inc | 3.4K | $273.0K | 0 | Held |
| 6 | Westside Investment Management, Inc. | 2.2K | $175.5K | +189 | Added |
| 7 | Kelleher Financial Advisors | 593 | $47.7K | +593 | New |
| 8 | Mcmillan Office, Inc. | 300 | $24.1K | +300 | New Position |
| 9 | Financial Gravity Asset Management, Inc. | 112 | $9.0K | −492 | Reduced |
| 10 | Game Plan Financial Advisors, LLC | 28 | $2.3K | 0 | Held |
See every fund holding American Funds Growth Fund Of Amer A, with full quarter-over-quarter share changes.
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