Amer FNDS Inc. of Amer-AAMECX
13F holders, Q2 2024 (June 30)7holders +3
3new positions
0sold out
$24.09avg. 13F price*
At the end of Q2 2024, 7 institutions reported holding Amer FNDS Inc. of Amer-A (AMECX) in their 13F filings, up 3 from Q1 2024. 3 opened new positions and 0 sold out. The largest holders were Curbstone Financial Management Corp ($451K), Amarillo National Bank ($381K) and Arvest Trust Co. N A ($249K).
- Company
- Amer FNDS Inc. of Amer-A
- Filed as
- AMERICAN FUNDS INCOME FU (Q2 2024)
- CUSIP
- 453320103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $807K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 33,502 shares bought and 21,321 shares sold, net +12,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Curbstone Financial Management Corp | 0.10% | New | 18,726 | $451K |
| Amarillo National Bank | 0.07% | Reduce -45.3% | 15,808 | $381K |
| Arvest Trust Co. N A | 0.01% | New | 10,351 | $249K |
| Coston, McIsaac & Partners | 0.07% | Reduce -2.9% | 9,487 | $228K |
| Financial Gravity Asset Management, Inc. | 0.03% | No change | 4,959 | $120K |
| ORG Partners LLC | 0.01% | New | 4,425 | $107K |
| Tucker Asset Management LLC | 0.01% | Reduce -88.9% | 991 | $24K |
"% 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.