Amer FNDS Inc. of Amer-F3FIFAX
13F holders, Q3 2025 (September 30)3holders +2
2new positions
0sold out
$27.44avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Amer FNDS Inc. of Amer-F3 (FIFAX) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($2.7M), Vermillion Wealth Management, Inc. ($42K) and Coston, McIsaac & Partners ($12K).
- Company
- Amer FNDS Inc. of Amer-F3
- Filed as
- AMERICAN FUNDS INCOME FUND OF AMER F3 (Q3 2025)
- CUSIP
- 453320772
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.7M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 98,504 shares bought, net +98,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kelleher Financial Advisors | 0.67% | New | 96,976 | $2.7M |
| Vermillion Wealth Management, Inc. | 0.01% | New | 1,524 | $42K |
| Coston, McIsaac & Partners | 0.00% | Add +0.9% | 451 | $12K |
"% 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.