AMERICAN FUNDS EUROPACIFIC GROWTH F2 AEPFX
NTF EQUITY FUNDS · Open-End Fund · CUSIP 29875E100
8
institutional holders
+0 vs Q1 2026
62.8k
shares reported held*
$4.0mreported value*
2 new
2 added
2 reduced
1 sold out
net sold ≈ $919.6k (-14.5k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $63.42.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 4 |
| Q4 2022 | 5 |
| Q1 2023 | 8 |
| Q2 2023 | 6 |
| Q3 2023 | 8 |
| Q4 2023 | 6 |
| Q1 2024 | 5 |
| Q2 2024 | 8 |
| Q3 2024 | 6 |
| Q4 2024 | 4 |
| Q1 2025 | 5 |
| Q2 2025 | 5 |
| Q3 2025 | 6 |
| Q4 2025 | 8 |
| Q1 2026 | 8 |
| Q2 2026 | 8 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 1 | 5 |
| Q4 2024 | 2 | 3 |
| Q1 2025 | 2 | 3 |
| Q2 2025 | 1 | 3 |
| Q3 2025 | 2 | 2 |
| Q4 2025 | 4 | 2 |
| Q1 2026 | 2 | 3 |
| Q2 2026 | 4 | 3 |
Biggest buyers
| NBT BANK, N.A. | New | +2.7k |
| Vermillion Wealth Management, Inc. | New | +1.5k |
| OAKWORTH CAPITAL, INC. | Added | +420 |
| Transce3nd, LLC | Added | +12 |
Biggest sellers
| CSM Advisors, LLC | Sold out | -14.7k |
| KELLEHER FINANCIAL ADVISORS | Reduced | -3.4k |
| NORTH STAR ASSET MANAGEMENT INC | Reduced | -1.0k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC 0.12% of their portfolio | 46.8k $3.0m | Reduced -1.0k |
| GREAT LAKES ADVISORS, LLC 0.00% of their portfolio | 6.3k $399.5k | Unchanged |
| OAKWORTH CAPITAL, INC. 0.01% of their portfolio | 2.8k $177.5k | Added +420 |
| NBT BANK, N.A. 0.01% of their portfolio | 2.7k $172.3k | New |
| KELLEHER FINANCIAL ADVISORS 0.02% of their portfolio | 2.4k $151.3k | Reduced -3.4k |
| Vermillion Wealth Management, Inc. 0.02% of their portfolio | 1.5k $97.7k | New |
| Transce3nd, LLC 0.12% of their portfolio | 211 $13.3k | Added +12 |
| Financial Gravity Companies, Inc. 0.00% of their portfolio | 13 $801 | First filing |