Amer FNDS Inc. of Amer-AAMECX
13F holders, Q2 2026 (June 30)5holders +1
1new positions
0sold out
$27.32avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Amer FNDS Inc. of Amer-A (AMECX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Diversified Trust Co. ($1.7M), Westside Investment Management, Inc. ($877K) and Coston, McIsaac & Partners ($221K).
- Company
- Amer FNDS Inc. of Amer-A
- Filed as
- AMERICAN FUNDS INCOME FUND OF AMER A (Q2 2026)
- CUSIP
- 453320103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.7M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 62,919 shares bought and 101 shares sold, net +62,818 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Diversified Trust Co. | 0.03% | New | 62,919 | $1.7M |
| Westside Investment Management, Inc. | 0.12% | No change | 32,083 | $877K |
| Coston, McIsaac & Partners | 0.04% | Reduce -1.2% | 8,110 | $221K |
| Financial Gravity Companies, Inc. | 0.02% | — | 5,146 | $141K |
| McMillan Office, Inc. | 0.00% | No change | 1,432 | $39K |
"% of holder's portfolio" is AMECX's weight in each manager's 13F, not the share of Amer FNDS Inc. of Amer-A the manager owns.