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 | Added to | 112,811 | 7,691 | 1.09% | 0.95% | 1 | +49,824 | 79.1% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Group | History | Reduced | 32,871 | 2,241 | 0.13% | 0.17% | 2 | -3,952 | -10.73% | Q2 2026 | Jul 29, 2026 |
| NBT BANK, N.A. | History | New | 10,965 | 747 | 0.05% | — | 3 | +10,965 | New | Q2 2026 | Jul 29, 2026 |
| Transce3nd, LLC | History | No change | 1,809 | 124 | 1.09% | 0.95% | 4 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Estabrook Capital Management | History | Added to | 1,327 | 90 | 0.01% | 0.01% | 5 | +7 | 0.53% | Q2 2026 | Aug 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 711 | 42 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -714 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |