AMEFX AMER FNDS INC OF AMER-F2
FollowMutual Fund (fund)
4 managers (4 13F filers) reported a position in AMEFX shares at 2026-03-31, 344,370 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 2
- Added
- 1
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 344,370
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 164,998 | $4.4M | 1.11% | +857 | 13F-HRTimeline |
| Keystone Financial Group | 145,462 | $4M | 0.27% | new | 13F-HRTimeline |
| McIlrath & Eck, LLC | 32,531 | $867K | 0.06% | new | 13F-HRTimeline |
| Transce3nd, LLC | 1,379 | $36.8K | 0.33% | -11 | 13F-HRTimeline |