Amer FNDS Grwth & Inc.-F2GAIEX
13F holders, Q3 2025 (September 30)1holders
1new positions
0sold out
$21.77avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Amer FNDS Grwth & Inc.-F2 (GAIEX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 0 sold out. The largest holder was Kelleher Financial Advisors ($27K).
- Company
- Amer FNDS Grwth & Inc.-F2
- Filed as
- AMERICAN GROWTH AND INCOME PORTFOLIO CLASS F2 (Q3 2025)
- CUSIP
- 02630R609
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $27K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q3 2025: 1,235 shares bought, net +1,235 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Kelleher Financial Advisors | 0.01% | New | 1,235 | $27K |
"% of holder's portfolio" is GAIEX's weight in each manager's 13F, not the share of Amer FNDS Grwth & Inc.-F2 the manager owns.