Amer FNDS Inc. of Amer-F3FIFAX
13F holders, Q2 2026 (June 30)3holders
1new positions
0sold out
$27.30avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Amer FNDS Inc. of Amer-F3 (FIFAX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($5.4M), Vermillion Wealth Management, Inc. ($45K) and Coston, McIsaac & Partners ($13K).
- Company
- Amer FNDS Inc. of Amer-F3
- Filed as
- AMERICAN FDS INCOME FUND OF AMER F-3 (Q2 2026)
- CUSIP
- 453320772
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $45K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 100,675 shares bought, net +100,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kelleher Financial Advisors | 0.77% | Add +101.4% | 196,665 | $5.4M |
| Vermillion Wealth Management, Inc. | 0.01% | New | 1,666 | $45K |
| Coston, McIsaac & Partners | 0.00% | Add +0.6% | 494 | $13K |
"% of holder's portfolio" is FIFAX's weight in each manager's 13F, not the share of Amer FNDS Inc. of Amer-F3 the manager owns.