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 | Reduced | 97,659 | 2,602 | 0.66% | 0.59% | 1 | -230 | -0.23% | Q1 2026 | May 08, 2026 |
| McIlrath & Eck, LLC | History | New | 94,241 | 2,511 | 0.19% | — | 2 | +94,241 | New | Q1 2026 | May 19, 2026 |
| Coston, McIsaac & Partners | History | Added to | 491 | 13 | 0.0% | 0.0% | 3 | +4 | 0.82% | Q1 2026 | Apr 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -22,702 | -100.0% | Q1 2026 | May 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,482 | -100.0% | Q1 2026 | May 11, 2026 |