Amer FND GLBL Insght-F2AGVGX
13F holders, Q1 2026 (March 31)2holders
1new positions
0sold out
$27.33avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Amer FND GLBL Insght-F2 (AGVGX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Richardson Financial Services Inc. ($11K) and McIlrath & Eck, LLC ($10K).
- Company
- Amer FND GLBL Insght-F2
- Filed as
- AMERICAN GLOBAL INSIGHT FUND CLASS F2 (Q1 2026)
- CUSIP
- 14020E502
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 384 shares bought, net +384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Richardson Financial Services Inc. | 0.01% | No change | 395 | $11K |
| McIlrath & Eck, LLC | 0.00% | New | 384 | $10K |
"% of holder's portfolio" is AGVGX's weight in each manager's 13F, not the share of Amer FND GLBL Insght-F2 the manager owns.