Amer FNDS Inc. of Amer-F2AMEFX
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$24.05avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Amer FNDS Inc. of Amer-F2 (AMEFX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($1.3M) and Encompass Wealth Advisors, LLC ($576K).
- Company
- Amer FNDS Inc. of Amer-F2
- Filed as
- AMERICAN FUNDS INCOME FU (Q2 2024)
- CUSIP
- 453320822
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.3M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 53,819 shares bought, net +53,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| ORG Partners LLC | 0.16% | New | 53,042 | $1.3M |
| Encompass Wealth Advisors, LLC | 0.15% | Add +3.4% | 23,936 | $576K |
"% 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.