AMER FNDS INC OF AMER-F2 (AMEFX) Institutional Ownership and Insiders Activity

AMER FNDS INC OF AMER-F2 (AMEFX) is widely held by institutional investors, with 6 firms reporting positions valued at approximately $13.65M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Kelleher Financial Advisors is the largest disclosed holder, reporting approximately $8.67M in AMEFX holdings in its latest filing.

Institutional ownership remains highly concentrated, with Kelleher Financial Advisors representing the majority of disclosed value.