Amer FNDS Inc. of Amer-F2AMEFX
13F holders, Q3 2025 (September 30)2holders −1
1new positions
1sold out
$27.02avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Amer FNDS Inc. of Amer-F2 (AMEFX) in their 13F filings, down 1 from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($4.1M) and Transce3nd, LLC ($14K).
- Company
- Amer FNDS Inc. of Amer-F2
- Filed as
- AMERICAN FUNDS INCOME FUND OF AMERICA CLASS F-2 (Q3 2025)
- CUSIP
- 453320822
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4.1M |
| Exits | 1 | $2K |
All 13F filers, Q2 2025 → Q3 2025: 150,378 shares bought and 59 shares sold, net +150,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kelleher Financial Advisors | 1.04% | New | 150,367 | $4.1M |
| Transce3nd, LLC | 0.13% | Add +0.4% | 2,831 | $14K |
"% 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.