ICAFX — American Funds Invmt Co Of Amer F2 Institutional Holders · Q2 2026
Who owns American Funds Invmt Co Of Amer F2 (ICAFX)? 7 institutions reported holding $10.89M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kelleher Financial Advisors ($7.7M), Keystone Financial Group ($2.2M), Nbt Bank N A ($747,582).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $7.7M | 112,811 | Added |
| 2 | Keystone Financial Group | $2.2M | 32,871 | Trimmed |
| 3 | NBT BANK N A /NY | $747,582 | 10,965 | New |
| 4 | Transce3nd, LLC | $124,201 | 1,809 | Hold |
| 5 | Estabrook Capital Management | $90,475 | 1,327 | Added |
| 6 | Financial Gravity Companies, Inc. | $0 | 0 | Exited |
| 7 | RICHARDSON FINANCIAL SERVICES INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30