7 institutions reported holding $10.9M of AMERICAN FUNDS INVMT CO (ICAFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($7.7M), Keystone Financial Group ($2.2M), NBT BANK N A /NY ($747,582), Transce3nd, LLC ($124,201), Estabrook Capital Management ($90,475). Source: SEC Form 13F.
| 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