Amer FND Inv Co. of Am-AAIVSX
13F holders, Q1 2025 (March 31)9holders +1
3new positions
2sold out
$36.42avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding Amer FND Inv Co. of Am-A (AIVSX) in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 2 sold out. The largest holders were Sander Capital Advisors Inc. ($921K), North Star Asset Management Inc. ($353K) and Coston, McIsaac & Partners ($290K).
- Company
- Amer FND Inv Co. of Am-A
- Filed as
- AMERICAN FUNDS INVMT CO OF AMER A (Q1 2025)
- CUSIP
- 461308108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $933K |
| Exits | 2 | $255K |
All 13F filers, Q4 2024 → Q1 2025: 36,494 shares bought and 4,665 shares sold, net +31,829 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Sander Capital Advisors Inc. | 0.48% | New | 36,268 | $921K |
| North Star Asset Management Inc. | 0.02% | Reduce -3.7% | 6,332 | $353K |
| Coston, McIsaac & Partners | 0.08% | Add +0.3% | 5,207 | $290K |
| Fulton Bank, N.A. | 0.01% | No change | 3,905 | $218K |
| Game Plan Financial Advisors, LLC | 0.09% | No change | 2,737 | $153K |
| Westside Investment Management, Inc. | 0.01% | Add +0.3% | 1,139 | $64K |
| Estabrook Capital Management | 0.01% | Add +0.3% | 1,118 | $62K |
| Ascentis Wealth Management, LLC | 0.00% | New | 173 | $10K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 34 | $2K |
"% 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.