Amer FND Inv Co. of Am-F2ICAFX
13F holders, Q1 2025 (March 31)5holders −1
0new positions
1sold out
$54.91avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Amer FND Inv Co. of Am-F2 (ICAFX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Ferguson Wellman Capital Management, Inc. ($402K), Transce3nd, LLC ($118K) and Estabrook Capital Management ($66K).
- Company
- Amer FND Inv Co. of Am-F2
- Filed as
- AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA CLASS F-2 (Q1 2025)
- CUSIP
- 461308827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $13K |
All 13F filers, Q4 2024 → Q1 2025: 19 shares bought and 230 shares sold, net −211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +0.1% | 7,205 | $402K |
| Transce3nd, LLC | 0.05% | Add +0.3% | 2,294 | $118K |
| Estabrook Capital Management | 0.01% | Add +0.3% | 1,188 | $66K |
| Richardson Financial Services Inc. | 0.03% | Add +0.3% | 602 | $34K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 1 | $34 |
"% of holder's portfolio" is ICAFX's weight in each manager's 13F, not the share of Amer FND Inv Co. of Am-F2 the manager owns.