Amer FND Inv Co. of Am-F3FFICX

13F holders, Q4 2025 (December 31)
2holders +1
1new positions
0sold out
$62.62avg. 13F price*

At the end of Q4 2025, 2 institutions reported holding Amer FND Inv Co. of Am-F3 (FFICX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($4.5M) and Kohmann Bosshard Financial Services, LLC ($154K).

Company
Amer FND Inv Co. of Am-F3
Filed as
AMERICAN FUNDS INVMT CO (Q4 2025)
CUSIP
461308777
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q2 2024: 1Q2 2024Q4 2024: 1Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$154K
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 6,263 shares bought, net +6,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Kelleher Financial Advisors 1.05% Add +5.5% 72,508 $4.5M
Kohmann Bosshard Financial Services, LLC 0.01% New 2,462 $154K

"% of holder's portfolio" is FFICX's weight in each manager's 13F, not the share of Amer FND Inv Co. of Am-F3 the manager owns.