AMEFX institutional holders
AMERICAN INCOME FUND OF AMERICA CLASS F2 · 13F, 2026Q2
| Managers holding | 5 |
|---|---|
| Shares held | 468,542 |
| Reported value | $12.8m |
| Quarter flows | 2 new, 2 added, 1 trimmed, 1 exited |
Top 5 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 317,788 | $8.7m | 1.2% |
| Keystone Financial Group | 145,679 | $4.0m | 0.2% |
| NBT BANK, N.A. | 3,718 | $101,430 | 0.0% |
| Transce3nd, LLC | 943 | $25,974 | 0.2% |
| OAKWORTH CAPITAL, INC. | 414 | $11,289 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("AMEFX"). AMEFX price history · All 13F data