Amer FNDS Mod GR & Inc.-F2BLPEX

13F holders, Q2 2026 (June 30)
1holders
0new positions
0sold out
$21.34avg. 13F price*

At the end of Q2 2026, 1 institutions reported holding Amer FNDS Mod GR & Inc.-F2 (BLPEX) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holder was Kelleher Financial Advisors ($45K).

Company
Amer FNDS Mod GR & Inc.-F2
Filed as
AMERICAN MODERATE GROWTH AND INCOME PORTFOLIO CLASS F2 (Q2 2026)
CUSIP
02630Y224
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 1,068 shares bought, net +1,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Kelleher Financial Advisors 0.01% Add +101.0% 2,125 $45K

"% of holder's portfolio" is BLPEX's weight in each manager's 13F, not the share of Amer FNDS Mod GR & Inc.-F2 the manager owns.