Amer FNDS Inc. of Amer-AAMECX
13F holders, Q1 2026 (March 31)4holders −3
0new positions
2sold out
$26.73avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Amer FNDS Inc. of Amer-A (AMECX) in their 13F filings, down 3 from Q4 2025. 0 opened new positions and 2 sold out. The largest holders were Westside Investment Management, Inc. ($859K), Coston, McIsaac & Partners ($219K) and Financial Gravity Asset Management, Inc. ($137K).
- Company
- Amer FNDS Inc. of Amer-A
- Filed as
- AMERICAN FUNDS INCOME FUND OF AMER A (Q1 2026)
- CUSIP
- 453320103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $22K |
All 13F filers, Q4 2025 → Q1 2026: 13 shares bought and 1,408 shares sold, net −1,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Westside Investment Management, Inc. | 0.13% | Reduce -1.7% | 32,083 | $859K |
| Coston, McIsaac & Partners | 0.05% | Add +0.2% | 8,211 | $219K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 5,146 | $137K |
| McMillan Office, Inc. | 0.00% | No change | 1,432 | $38K |
"% 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.