Amer FNDS Inc. of Amer-F3FIFAX
13F holders, Q1 2026 (March 31)3holders −1
1new positions
2sold out
$26.65avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Amer FNDS Inc. of Amer-F3 (FIFAX) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were Kelleher Financial Advisors ($2.6M), McIlrath & Eck, LLC ($2.5M) and Coston, McIsaac & Partners ($13K).
- Company
- Amer FNDS Inc. of Amer-F3
- Filed as
- AMERICAN INCOME FUND OF AMERICA CLASS F3 (Q1 2026)
- CUSIP
- 453320772
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2.5M |
| Exits | 2 | $657K |
All 13F filers, Q4 2025 → Q1 2026: 94,245 shares bought and 25,414 shares sold, net +68,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kelleher Financial Advisors | 0.67% | Reduce -0.2% | 97,659 | $2.6M |
| McIlrath & Eck, LLC | 0.19% | New | 94,241 | $2.5M |
| Coston, McIsaac & Partners | 0.00% | Add +0.8% | 491 | $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.