Amer FNDS Inc. of Amer-F3FIFAX
13F holders, Q2 2024 (June 30)3holders +2
2new positions
0sold out
$24.05avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Amer FNDS Inc. of Amer-F3 (FIFAX) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($266K), Mfa Wealth Advisors, LLC ($30K) and Tucker Asset Management LLC ($158).
- Company
- Amer FNDS Inc. of Amer-F3
- Filed as
- AMERICAN FUNDS INCOME FU (Q2 2024)
- CUSIP
- 453320772
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $296K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 12,307 shares bought, net +12,307 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| ORG Partners LLC | 0.03% | New | 11,045 | $266K |
| Mfa Wealth Advisors, LLC | 0.01% | New | 1,262 | $30K |
| Tucker Asset Management LLC | 0.00% | No change | 7 | $158 |
"% 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.