Amer FNDS Mutual FND-F2AMRFX
13F holders, Q4 2025 (December 31)2holders
0new positions
0sold out
$59.50avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Amer FNDS Mutual FND-F2 (AMRFX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($587K) and Transce3nd, LLC ($20K).
- Company
- Amer FNDS Mutual FND-F2
- Filed as
- AMERICAN FUNDS AMERICAN MUTUAL FUND CLASS F-2 (Q4 2025)
- CUSIP
- 027681824
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 782 shares bought, net +782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kelleher Financial Advisors | 0.14% | Add +8.4% | 9,871 | $587K |
| Transce3nd, LLC | 0.16% | Add +6.3% | 319 | $20K |
"% of holder's portfolio" is AMRFX's weight in each manager's 13F, not the share of Amer FNDS Mutual FND-F2 the manager owns.