4 institutions reported holding $1.6M of AMERICAN FUNDS AMERICAN MUTUAL F2 (AMRFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($1.3M), NBT BANK N A /NY ($297,911), Transce3nd, LLC ($20,832), Financial Gravity Companies, Inc. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $1.3M | 19,871 | Added |
| 2 | NBT BANK N A /NY | $297,911 | 4,635 | New |
| 3 | Transce3nd, LLC | $20,832 | 322 | Added |
| 4 | Financial Gravity Companies, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30