INCOME FUND OF AMERICA - FIFAX
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 | 97,889 | 2,553 | 0.59% | 0.66% | 1 | +913 | 0.94% | Q4 2025 | Jan 20, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 22,702 | 592 | 0.05% | — | 2 | +22,702 | New | Q4 2025 | Jan 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 2,482 | 64 | 0.04% | — | 3 | +2,482 | New | Q4 2025 | Feb 18, 2026 |
| Coston, McIsaac & Partners | History | Added to | 487 | 12 | 0.0% | 0.0% | 4 | +36 | 7.98% | Q4 2025 | Feb 03, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,524 | -100.0% | Q3 2025 | Oct 23, 2025 |