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As of the latest SEC filings, PERPETUAL AMERICAS FUNDS TRUST (BFRNX) is held by 2 institutional funds. The largest fund shareholder is Barrow Hanley Credit Opportunities Fund (BCONX), holding an estimated $23,192,075.04 in market value, representing 20.61% of its portfolio.

Funds holding PERPETUAL AMERICAS FUNDS TRUST (BFRNX)

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
BFRNX
CIK:
2 results
Fund Type Manager Weight Market Value Shares
Report Date
Filing Date
BCONX
Barrow Hanley Credit Opportunities Fund
 MF Independent / Boutique 20.61% $23,192,075.04 2,456,937 Mar 31, 2026 May 27, 2026
SMIFX
SOUND MIND INVESTING
 MF Independent / Boutique 0.00% $3,082.93 103 Apr 30, 2026 Jun 29, 2026
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