INCOME FUND OF AMERICA - AMEFX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | History | Added to | 317,788 | 8,669 | 1.23% | 1.11% | 1 | +152,790 | 92.6% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Group | History | Added to | 145,679 | 3,974 | 0.24% | 0.27% | 2 | +217 | 0.15% | Q2 2026 | Jul 29, 2026 |
| McIlrath & Eck, LLC | History | No change | 32,531 | 866 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| NBT BANK, N.A. | History | New | 3,718 | 101 | 0.01% | — | 4 | +3,718 | New | Q2 2026 | Jul 29, 2026 |
| Transce3nd, LLC | History | Reduced | 943 | 25 | 0.22% | 0.32% | 5 | -436 | -31.62% | Q2 2026 | Jul 24, 2026 |
| Oakworth Capital, Inc. | History | New | 414 | 11 | 0.0% | — | 6 | +414 | New | Q2 2026 | Jul 22, 2026 |