5 institutions reported holding $9.3M of AMERICAN FUNDS INCOME FUND OF AMER F2 (AMEFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($4.4M), Keystone Financial Group ($4.0M), McIlrath & Eck, LLC ($866,622), Transce3nd, LLC ($36,750), Garton & Associates Financial Advisors LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $4.4M | 164,998 | Added |
| 2 | Keystone Financial Group | $4.0M | 145,462 | New |
| 3 | McIlrath & Eck, LLC | $866,622 | 32,531 | New |
| 4 | Transce3nd, LLC | $36,750 | 1,379 | Trimmed |
| 5 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31