Amer FND Inv Co. of Am-AAIVSX
13F holders, Q4 2025 (December 31)8holders −1
2new positions
3sold out
$62.66avg. 13F price*
At the end of Q4 2025, 8 institutions reported holding Amer FND Inv Co. of Am-A (AIVSX) in their 13F filings, down 1 from Q3 2025. 2 opened new positions and 3 sold out. The largest holders were North Star Asset Management Inc. ($401K), Coston, McIsaac & Partners ($357K) and Williams Jones Wealth Management, LLC. ($296K).
- Company
- Amer FND Inv Co. of Am-A
- Filed as
- AMERICAN FUNDS INVMT CO OF AMER A (Q4 2025)
- CUSIP
- 461308108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $369K |
| Exits | 3 | $537K |
All 13F filers, Q3 2025 → Q4 2025: 6,703 shares bought and 8,031 shares sold, net −1,328 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| North Star Asset Management Inc. | 0.02% | Add +2.9% | 6,401 | $401K |
| Coston, McIsaac & Partners | 0.08% | Add +8.0% | 5,699 | $357K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 4,728 | $296K |
| Emprise Bank | 0.09% | No change | 3,409 | $214K |
| Game Plan Financial Advisors, LLC | 0.07% | No change | 2,737 | $171K |
| Westside Investment Management, Inc. | 0.01% | Add +8.7% | 1,257 | $79K |
| Estabrook Capital Management | 0.01% | Add +9.1% | 1,237 | $78K |
| Motiv8 Investments LLC | 0.04% | New | 1,171 | $73K |
"% 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.