Amer FNDS Inc. of Amer-F3FIFAX

13F holders, Q1 2025 (March 31)
3holders
2new positions
2sold out
$25.36avg. 13F price*

At the end of Q1 2025, 3 institutions reported holding Amer FNDS Inc. of Amer-F3 (FIFAX) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were Kohmann Bosshard Financial Services, LLC ($596K), Vermillion Wealth Management, Inc. ($38K) and Coston, McIsaac & Partners ($11K).

Company
Amer FNDS Inc. of Amer-F3
Filed as
AMERICAN FUNDS INCOME FUND OF AMER F3 (Q1 2025)
CUSIP
453320772
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 1Q1 2024Q2 2024: 3Q2 2024Q3 2024: 1Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 1Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$634K
Exits2$292K

All 13F filers, Q4 2024 → Q1 2025: 25,003 shares bought and 11,960 shares sold, net +13,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Kohmann Bosshard Financial Services, LLC 0.07% New 23,495 $596K
Vermillion Wealth Management, Inc. 0.01% New 1,505 $38K
Coston, McIsaac & Partners 0.00% Add +0.7% 444 $11K

"% 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.