Amer FNDS Inc. of Amer-F2AMEFX
13F holders, Q2 2025 (June 30)3holders
1new positions
1sold out
$26.73avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding Amer FNDS Inc. of Amer-F2 (AMEFX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Transce3nd, LLC ($75K), Financial Gravity Companies, Inc. ($4K) and Adirondack Trust Co. ($2K).
- Company
- Amer FNDS Inc. of Amer-F2
- Filed as
- AMERICAN FUNDS INCOME FUND OF AMER F2 (Q2 2025)
- CUSIP
- 453320822
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 1 | $507K |
All 13F filers, Q1 2025 → Q2 2025: 79 shares bought and 19,945 shares sold, net −19,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Transce3nd, LLC | 0.03% | Add +0.7% | 2,820 | $75K |
| Financial Gravity Companies, Inc. | 0.00% | — | 135 | $4K |
| Adirondack Trust Co. | 0.00% | New | 59 | $2K |
"% 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.