AMERICAN MUTUAL FUND - AMRFX
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 | 19,871 | 1,277 | 0.18% | 0.15% | 1 | +9,958 | 100.45% | Q2 2026 | Aug 06, 2026 |
| NBT BANK, N.A. | History | New | 4,635 | 297 | 0.02% | — | 2 | +4,635 | New | Q2 2026 | Jul 29, 2026 |
| McIlrath & Eck, LLC | History | No change | 2,729 | 159 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Transce3nd, LLC | History | Added to | 322 | 20 | 0.18% | 0.16% | 4 | +1 | 0.31% | Q2 2026 | Jul 24, 2026 |