EGFIX EDGEWOOD GROWTH FUND-INST
FollowMutual Fund (fund)
4 managers (4 13F filers) reported a position in EGFIX shares at 2025-12-31, 488,661 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 1
- Added
- 2
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 488,661
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 267,511 | $8.44M | 0.29% | -40,720 | 13F-HRTimeline |
| KELLEHER FINANCIAL ADVISORS | 210,918 | $6.65M | 1.53% | new | 13F-HRTimeline |
| NEVILLE RODIE & SHAW INC | 9,722 | $307K | 0.02% | +3,253 | 13F-HRTimeline |
| OAKWORTH CAPITAL, INC. | 510 | $16.1K | <0.01% | +170 | 13F-HRTimeline |