Amer FND Inv Co. of Am-AAIVSX
13F holders, Q3 2025 (September 30)9holders
2new positions
2sold out
$66.82avg. 13F price*
At the end of Q3 2025, 9 institutions reported holding Amer FND Inv Co. of Am-A (AIVSX) in their 13F filings, unchanged from Q2 2025. 2 opened new positions and 2 sold out. The largest holders were North Star Asset Management Inc. ($416K), Coston, McIsaac & Partners ($352K) and Kohmann Bosshard Financial Services, LLC ($262K).
- Company
- Amer FND Inv Co. of Am-A
- Filed as
- AMERICAN FUNDS INVMT CO OF AMER A (Q3 2025)
- CUSIP
- 461308108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $490K |
| Exits | 2 | $1.7M |
All 13F filers, Q2 2025 → Q3 2025: 7,422 shares bought and 26,492 shares sold, net −19,070 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| North Star Asset Management Inc. | 0.02% | Reduce -2.3% | 6,222 | $416K |
| Coston, McIsaac & Partners | 0.08% | Add +0.2% | 5,278 | $352K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | New | 3,918 | $262K |
| Fulton Bank, N.A. | 0.01% | No change | 3,905 | $261K |
| Emprise Bank | 0.10% | New | 3,409 | $228K |
| Game Plan Financial Advisors, LLC | 0.08% | No change | 2,737 | $183K |
| Westside Investment Management, Inc. | 0.01% | Add +0.3% | 1,156 | $78K |
| Estabrook Capital Management | 0.01% | Add +0.3% | 1,134 | $76K |
| Luminist Capital LLC | 0.01% | Add +61.2% | 208 | $14K |
"% 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.