Amer FND Inv Co. of Am-AAIVSX
13F holders, Q1 2026 (March 31)7holders −1
1new positions
1sold out
$59.45avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Amer FND Inv Co. of Am-A (AIVSX) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were North Star Asset Management Inc. ($381K), Coston, McIsaac & Partners ($339K) and Emprise Bank ($203K).
- Company
- Amer FND Inv Co. of Am-A
- Filed as
- AMERICAN FUNDS INVMT CO OF AMER A (Q1 2026)
- CUSIP
- 461308108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12K |
| Exits | 1 | $296K |
All 13F filers, Q4 2025 → Q1 2026: 229 shares bought and 4,728 shares sold, net −4,499 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| North Star Asset Management Inc. | 0.02% | Add +0.1% | 6,409 | $381K |
| Coston, McIsaac & Partners | 0.08% | Add +0.2% | 5,712 | $339K |
| Emprise Bank | 0.08% | No change | 3,409 | $203K |
| Game Plan Financial Advisors, LLC | 0.08% | No change | 2,737 | $163K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,257 | $75K |
| Estabrook Capital Management | 0.01% | Add +0.2% | 1,240 | $74K |
| McIlrath & Eck, LLC | 0.00% | New | 205 | $12K |
"% 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.