TXIFX — American Tax-Aware Conservative Growth And Income Portfolio Class F2 Institutional Holders · Q2 2026
Who owns American Tax-Aware Conservative Growth And Income Portfolio Class F2 (TXIFX)? 1 institutions reported holding $81,828 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kelleher Financial Advisors ($81,828).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $81,828 | 4,549 | Added |
Source: SEC Form 13F filings · as of 2026-06-30