Amer FNDS Mutual FND-F2AMRFX
13F holders, Q1 2026 (March 31)3holders +1
1new positions
0sold out
$58.44avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Amer FNDS Mutual FND-F2 (AMRFX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($579K), McIlrath & Eck, LLC ($159K) and Transce3nd, LLC ($19K).
- Company
- Amer FNDS Mutual FND-F2
- Filed as
- AMERICAN MUTUAL FUND CLASS F2 (Q1 2026)
- CUSIP
- 027681824
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $159K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 2,773 shares bought, net +2,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kelleher Financial Advisors | 0.15% | Add +0.4% | 9,913 | $579K |
| McIlrath & Eck, LLC | 0.01% | New | 2,729 | $159K |
| Transce3nd, LLC | 0.17% | Add +0.6% | 321 | $19K |
"% 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.