Amer FNDS Inc. of Amer-F2AMEFX
13F holders, Q1 2025 (March 31)3holders
1new positions
1sold out
$25.30avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Amer FNDS Inc. of Amer-F2 (AMEFX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Ascentis Wealth Management, LLC ($507K), Transce3nd, LLC ($68K) and Financial Gravity Asset Management, Inc. ($3K).
- Company
- Amer FNDS Inc. of Amer-F2
- Filed as
- AMERICAN FUNDS INCOME FU (Q1 2025)
- CUSIP
- 453320822
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $507K |
| Exits | 1 | $74K |
All 13F filers, Q4 2024 → Q1 2025: 19,945 shares bought and 4,050 shares sold, net +15,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ascentis Wealth Management, LLC | 0.16% | New | 19,945 | $507K |
| Transce3nd, LLC | 0.03% | Reduce -26.2% | 2,800 | $68K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 134 | $3K |
"% 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.