EDGEWOOD GROWTH INSTL

EGFIX

Institutions

Combined AUM (Q2 2026)

$330,693

Combined Shares (Q2 2026)

68,425

Overall Trend

Decrease

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+57,267

2 institutions added · 0 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-217,427

1 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

-160,160

—

Net Sell

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$330,693

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
NEVILLE RODIE & SHAW INC	0.02%	0.02%	#1	$290,000	64,132	$266,000	9,722	+54,410+559.66%	Add
FULTON BANK, N.A.	<0.01%	0.13%	#2	$25,320	926	$6.0M	218,353	-217,427-99.58%	Reduce
Oakworth Capital, Inc.	<0.01%	<0.01%	#3	$15,373	3,367	$13,955	510	+2,857+560.20%	Add

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow