Amer FNDS Inc. of Amer-F2AMEFX
13F holders, Q2 2026 (June 30)5holders +1
2new positions
0sold out
$27.28avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Amer FNDS Inc. of Amer-F2 (AMEFX) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($8.7M), Keystone Financial Group ($4.0M) and NBT Bank, N.A. ($101K).
- Company
- Amer FNDS Inc. of Amer-F2
- Filed as
- AMERICAN FUNDS INCOME FUND OF AMERICA CLASS F-2 (Q2 2026)
- CUSIP
- 453320822
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $113K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 157,139 shares bought and 436 shares sold, net +156,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kelleher Financial Advisors | 1.24% | Add +92.6% | 317,788 | $8.7M |
| Keystone Financial Group | 0.24% | Add +0.1% | 145,679 | $4.0M |
| NBT Bank, N.A. | 0.01% | New | 3,718 | $101K |
| Transce3nd, LLC | 0.23% | Reduce -31.6% | 943 | $26K |
| Oakworth Capital, Inc. | 0.00% | New | 414 | $11K |
"% of holder's portfolio" is AMEFX's weight in each manager's 13F, not the share of Amer FNDS Inc. of Amer-F2 the manager owns.