INVESTMENT CO OF AMERICA - ICAFX
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 | 62,987 | 3,741 | 0.95% | 0.91% | 1 | -184 | -0.29% | Q1 2026 | May 08, 2026 |
| Keystone Financial Group | History | New | 36,823 | 2,422 | 0.17% | — | 2 | +36,823 | New | Q1 2026 | May 13, 2026 |
| Transce3nd, LLC | History | Added to | 1,809 | 107 | 0.95% | 0.93% | 3 | +5 | 0.28% | Q1 2026 | May 07, 2026 |
| Estabrook Capital Management | History | Added to | 1,320 | 78 | 0.01% | 0.01% | 4 | +4 | 0.3% | Q1 2026 | May 14, 2026 |
| McIlrath & Eck, LLC | History | New | 711 | 42 | 0.0% | — | 5 | +711 | New | Q1 2026 | May 19, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 714 | 42 | 0.03% | 0.01% | 6 | +2 | 0.28% | Q1 2026 | May 01, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,521 | -100.0% | Q1 2026 | May 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q1 2026 | May 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |