Amer FNDS Inc. of Amer-F3FIFAX
13F holders, Q4 2025 (December 31)4holders +1
1new positions
1sold out
$26.08avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Amer FNDS Inc. of Amer-F3 (FIFAX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($2.6M), Kohmann Bosshard Financial Services, LLC ($592K) and Garton & Associates Financial Advisors LLC ($65K).
- Company
- Amer FNDS Inc. of Amer-F3
- Filed as
- AMERICAN FUNDS INCOME FUND OF AMER F3 (Q4 2025)
- CUSIP
- 453320772
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $592K |
| Exits | 1 | $42K |
All 13F filers, Q3 2025 → Q4 2025: 23,651 shares bought and 1,524 shares sold, net +22,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kelleher Financial Advisors | 0.59% | Add +0.9% | 97,889 | $2.6M |
| Kohmann Bosshard Financial Services, LLC | 0.05% | New | 22,702 | $592K |
| Garton & Associates Financial Advisors LLC | 0.04% | — | 2,482 | $65K |
| Coston, McIsaac & Partners | 0.00% | Add +8.0% | 487 | $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.