Amer FND T/E FND of Ca-ATAFTX
13F holders, Q1 2026 (March 31)1holders
0new positions
0sold out
$16.69avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Amer FND T/E FND of Ca-A (TAFTX) in their 13F filings, unchanged from Q4 2025. 0 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 (Q1 2026)
- CUSIP
- 02630B109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Westside Investment Management, Inc. | 0.00% | No change | 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.