AMRFX — American Funds American Mutual F2 Institutional Holders · Q2 2026
Who owns American Funds American Mutual F2 (AMRFX)? 4 institutions reported holding $1.60M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kelleher Financial Advisors ($1.3M), Nbt Bank N A ($297,911), Transce3nd, LLC ($20,832).
| 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