Amer FNDS Inc. of Amer-AAMECX
13F holders, Q4 2025 (December 31)7holders +4
3new positions
0sold out
$26.20avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding Amer FNDS Inc. of Amer-A (AMECX) in their 13F filings, up 4 from Q3 2025. 3 opened new positions and 0 sold out. The largest holders were Westside Investment Management, Inc. ($857K), Coston, McIsaac & Partners ($214K) and Financial Gravity Asset Management, Inc. ($134K).
- Company
- Amer FNDS Inc. of Amer-A
- Filed as
- AMERICAN FUNDS INCOME FUND OF AMER A (Q4 2025)
- CUSIP
- 453320103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $127K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 5,762 shares bought, net +5,762 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Westside Investment Management, Inc. | 0.14% | Add +1.4% | 32,643 | $857K |
| Coston, McIsaac & Partners | 0.05% | Add +1.9% | 8,198 | $214K |
| Financial Gravity Asset Management, Inc. | 0.03% | Add +6.1% | 5,146 | $134K |
| Motiv8 Investments LLC | 0.06% | New | 4,032 | $105K |
| McMillan Office, Inc. | 0.00% | — | 1,432 | $37K |
| Oakworth Capital, Inc. | 0.00% | New | 686 | $18K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 162 | $4K |
"% 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.