The Tax Ex BND FND Am-F2TEAFX

13F holders, Q3 2024 (September 30)
2holders +1
0new positions
0sold out
$12.51avg. 13F price*

At the end of Q3 2024, 2 institutions reported holding The Tax Ex BND FND Am-F2 (TEAFX) in their 13F filings, up 1 from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Westside Investment Management, Inc. ($406K) and Alpine Bank Wealth Management ($135K).

Company
The Tax Ex BND FND Am-F2
Filed as
AMERICAN FUNDS TAX-EXEMP (Q3 2024)
CUSIP
876902602
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 2Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 2 holders

Westside Investment Management, Inc. 0.09% No change 32,571 $406K
Alpine Bank Wealth Management 0.02% — 10,729 $135K

"% of holder's portfolio" is TEAFX's weight in each manager's 13F, not the share of The Tax Ex BND FND Am-F2 the manager owns.