American Tax-aware Conservative (TXIFX) institutional ownership
AMERICAN TAX-AWARE CONSERVATIVE GROWTH AND INCOME PORTFOLIO CLASS F2 · 13F, 2026Q2
| Managers holding | 1 |
|---|---|
| Shares held | 4,549 |
| Reported value | $81,828 |
| Quarter flows | 0 new, 1 added, 0 trimmed, 0 exited |
Top 1 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 4,549 | $81,828 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("TXIFX"). TXIFX price history · All 13F data