AMER FNDS INC OF AMER-F2 (AMEFX) Institutional Ownership Changes & 13F Activity
AMER FNDS INC OF AMER-F2 (AMEFX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Kelleher Financial Advisors, Mcilrath & Eck, Llc, Nbt Bank N A, Transce3Nd, Llc, and Oakworth Capital, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kelleher Financial Advisors | Buy | +152,790 | +92.6% | 317,788 | $8.67M | Q2 2026 | Aug 06, 2026 |
| Nbt Bank N A | Buy | +3,718 | — | 3,718 | $101.43K | Q2 2026 | Jul 29, 2026 |
| Keystone Financial Group | Buy | +217 | +0.1% | 145,679 | $3.97M | Q2 2026 | Jul 29, 2026 |
| Transce3Nd, Llc | Sell | -436 | -31.6% | 943 | $25.97K | Q2 2026 | Jul 24, 2026 |
| Oakworth Capital, Inc. | Buy | +414 | — | 414 | $11.29K | Q2 2026 | Jul 22, 2026 |
| Mcilrath & Eck, Llc | Sell | -32,531 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
Frequently asked questions about AMEFX activity
Which institutional owners are buying AMEFX?
Institutional owners buying AMEFX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AMEFX activity?
"Buy" means an investor increased their reported position in AMEFX compared to the prior reporting period. This reflects growing exposure to AMER FNDS INC OF AMER-F2 (AMEFX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AMEFX increasing?
Institutional interest in AMEFX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.