AMERICAN FUNDS INVMT CO OF AMER F2 13F Institutional Holdings

Institutions

Combined AUM (Q2 2026)

$10.9M

Combined Shares (Q2 2026)

159,783

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+60,796

3 institutions added · 1 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-5,378

4 institutions reduced · 3 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+55,418

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
KELLEHER FINANCIAL ADVISORS	1.09%	0.95%	#2	$7.7M	112,811	$3.7M	62,987	+49,824+79.10%	Add
Keystone Financial Group	0.13%	0.16%	#3	$2.2M	32,871	$2.4M	36,823	-3,952-10.73%	Reduce
NBT BANK, N.A.	0.05%	—	#4	$747,582	10,965	$0	0	+10,965	New Buy
Transce3nd, LLC	1.1%	0.95%	#1	$124,201	1,809	$107,477	1,809	00.00%	Unchanged
Estabrook Capital Management	0.01%	0.01%	#5	$90,475	1,327	$78,408	1,320	+7+0.53%	Add

AMERICAN FUNDS INVMT CO OF AMER F2

🧭 Institutional Sector Flow Heatmap