Eupac Fund-F-2AEPFX
13F holders, Q1 2024 (March 31)5holders
$58.59avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Eupac Fund-F-2 (AEPFX) in their 13F filings. The largest holders were Encompass Wealth Advisors, LLC ($4.5M), North Star Asset Management Inc. ($3.5M) and CSM Advisors, LLC ($863K).
- Company
- Eupac Fund-F-2
- Filed as
- American Funds Europacific Growth F2 (Q1 2024)
- CUSIP
- 29875E100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $104K |
| Exits | 1 | $10K |
Ownership 5 holders
| Encompass Wealth Advisors, LLC | 1.20% | Reduce -1.4% | 76,859 | $4.5M |
| North Star Asset Management Inc. | 0.17% | Reduce -1.4% | 60,520 | $3.5M |
| CSM Advisors, LLC | 0.06% | No change | 14,734 | $863K |
| Garde Capital, Inc. | 0.01% | New | 1,782 | $104K |
| Tucker Asset Management LLC | 0.02% | No change | 1,270 | $74K |
"% of holder's portfolio" is AEPFX's weight in each manager's 13F, not the share of Eupac Fund-F-2 the manager owns.