Amer FND T/E FND of Ca-ATAFTX
13F holders, Q3 2025 (September 30)1holders
1new positions
0sold out
$16.69avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Amer FND T/E FND of Ca-A (TAFTX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 0 sold out. The largest holder was Westside Investment Management, Inc. ($12K).
- Company
- Amer FND T/E FND of Ca-A
- Filed as
- AMERICAN FUNDS TAX-EXEMPT FUND OF CA A (Q3 2025)
- CUSIP
- 02630B109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q3 2025: 738 shares bought, net +738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Westside Investment Management, Inc. | 0.00% | New | 738 | $12K |
"% of holder's portfolio" is TAFTX's weight in each manager's 13F, not the share of Amer FND T/E FND of Ca-A the manager owns.