AMEFX — American Funds Income Fund Of America Class F-2 Institutional Holders · Q2 2026
Who owns American Funds Income Fund Of America Class F-2 (AMEFX)? 6 institutions reported holding $12.78M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kelleher Financial Advisors ($8.7M), Keystone Financial Group ($4.0M), Nbt Bank N A ($101,430).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $8.7M | 317,788 | Added |
| 2 | Keystone Financial Group | $4.0M | 145,679 | Added |
| 3 | NBT BANK N A /NY | $101,430 | 3,718 | New |
| 4 | Transce3nd, LLC | $25,974 | 943 | Trimmed |
| 5 | OAKWORTH CAPITAL, INC. | $11,289 | 414 | New |
| 6 | Financial Gravity Companies, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30