INVESTMENT CO OF AMERICA - AIVSX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 6,401 | 401 | 0.02% | 0.02% | 1 | +179 | 2.88% | Q4 2025 | Feb 09, 2026 |
| Coston, McIsaac & Partners | History | Added to | 5,699 | 357 | 0.08% | 0.08% | 2 | +421 | 7.98% | Q4 2025 | Feb 03, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 4,728 | 296 | 0.0% | — | 3 | +4,728 | New | Q4 2025 | Feb 13, 2026 |
| Emprise Bank | History | No change | 3,409 | 213 | 0.09% | 0.1% | 4 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 2,737 | 171 | 0.07% | 0.08% | 5 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 1,257 | 79 | 0.01% | 0.01% | 6 | +101 | 8.74% | Q4 2025 | Jan 23, 2026 |
| Estabrook Capital Management | History | Added to | 1,237 | 77 | 0.01% | 0.01% | 7 | +103 | 9.08% | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | New | 1,171 | 73 | 0.04% | — | 8 | +1,171 | New | Q4 2025 | Feb 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,918 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FULTON BANK, N.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,905 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -208 | -100.0% | Q3 2025 | Nov 14, 2025 |