Amer FNDS Mod GR & Inc.-F2BLPEX

13F holders, Q3 2025 (September 30)
1holders
$20.35avg. 13F price*

At the end of Q3 2025, 1 institutions reported holding Amer FNDS Mod GR & Inc.-F2 (BLPEX) in their 13F filings. The largest holder was Kelleher Financial Advisors ($20K).

Company
Amer FNDS Mod GR & Inc.-F2
Filed as
AMERICAN MODERATE GROWTH AND INCOME PORTFOLIO CLASS F2 (Q3 2025)
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 Q3 2025

InstitutionsTotal Value
New Positions1$20K
Exits0$0

Ownership 1 holders

Kelleher Financial Advisors 0.01% New 1,003 $20K

"% 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.