Amer FND Inv Co. of Am-AAIVSX
13F holders, Q2 2026 (June 30)8holders +1
2new positions
0sold out
$67.52avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding Amer FND Inv Co. of Am-A (AIVSX) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($827K), North Star Asset Management Inc. ($438K) and Coston, McIsaac & Partners ($391K).
- Company
- Amer FND Inv Co. of Am-A
- Filed as
- AMERICAN FUNDS INVMT CO OF AMER A (Q2 2026)
- CUSIP
- 461308108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $843K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 12,746 shares bought, net +12,746 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Ethos Financial Group, LLC | 0.06% | New | 12,475 | $827K |
| North Star Asset Management Inc. | 0.02% | Add +0.2% | 6,424 | $438K |
| Coston, McIsaac & Partners | 0.08% | Add +0.4% | 5,736 | $391K |
| Emprise Bank | 0.09% | No change | 3,409 | $233K |
| Game Plan Financial Advisors, LLC | 0.07% | No change | 2,737 | $187K |
| Westside Investment Management, Inc. | 0.01% | Add +0.3% | 1,261 | $86K |
| Estabrook Capital Management | 0.01% | Add +0.5% | 1,246 | $85K |
| Capital Advisor Network LLC | 0.02% | New | 222 | $15K |
"% of holder's portfolio" is AIVSX's weight in each manager's 13F, not the share of Amer FND Inv Co. of Am-A the manager owns.