AMER FND INV CO OF AM-F2 (ICAFX) Institutional Ownership Changes & 13F Activity
AMER FND INV CO OF AM-F2 (ICAFX). 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, Nbt Bank N A, Keystone Financial Group, Richardson Financial Services Inc., and Mcilrath & Eck, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Estabrook Capital Management | Buy | +7 | +0.5% | 1,327 | $90.47K | Q2 2026 | Aug 13, 2026 |
| Kelleher Financial Advisors | Buy | +49,824 | +79.1% | 112,811 | $7.69M | Q2 2026 | Aug 06, 2026 |
| Nbt Bank N A | Buy | +10,965 | — | 10,965 | $747.58K | Q2 2026 | Jul 29, 2026 |
| Keystone Financial Group | Sell | -3,952 | -10.7% | 32,871 | $2.24M | Q2 2026 | Jul 29, 2026 |
| Mcilrath & Eck, Llc | Sell | -711 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Financial Gravity Asset Management, Inc. | Sell | -1 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Richardson Financial Services Inc. | Sell | -714 | -100.0% | 0 | $0.00 | Q2 2026 | May 04, 2026 |
Frequently asked questions about ICAFX activity
Which institutional owners are buying ICAFX?
Institutional owners buying ICAFX 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 ICAFX activity?
"Buy" means an investor increased their reported position in ICAFX compared to the prior reporting period. This reflects growing exposure to AMER FND INV CO OF AM-F2 (ICAFX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ICAFX increasing?
Institutional interest in ICAFX 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.