Amer FND Inv Co. of Am-AAIVSX
13F holders, Q2 2025 (June 30)9holders
3new positions
3sold out
$62.94avg. 13F price*
At the end of Q2 2025, 9 institutions reported holding Amer FND Inv Co. of Am-A (AIVSX) in their 13F filings, unchanged from Q1 2025. 3 opened new positions and 3 sold out. The largest holders were Brooklyn Investment Group ($1.4M), North Star Asset Management Inc. ($401K) and Coston, McIsaac & Partners ($331K).
- Company
- Amer FND Inv Co. of Am-A
- Filed as
- AMERICAN FUNDS INVMT CO OF AMER A (Q2 2025)
- CUSIP
- 461308108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.7M |
| Exits | 3 | $933K |
All 13F filers, Q1 2025 → Q2 2025: 26,599 shares bought and 36,475 shares sold, net −9,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Brooklyn Investment Group | 0.19% | New | 22,649 | $1.4M |
| North Star Asset Management Inc. | 0.02% | Add +0.6% | 6,368 | $401K |
| Coston, McIsaac & Partners | 0.09% | Add +1.2% | 5,268 | $331K |
| Fulton Bank, N.A. | 0.01% | No change | 3,905 | $246K |
| RiverFront Investment Group, LLC | 0.00% | New | 3,697 | $233K |
| Game Plan Financial Advisors, LLC | 0.08% | No change | 2,737 | $172K |
| Westside Investment Management, Inc. | 0.01% | Add +1.2% | 1,153 | $72K |
| Estabrook Capital Management | 0.01% | Add +1.2% | 1,131 | $71K |
| Luminist Capital LLC | 0.01% | New | 129 | $8K |
"% 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.