9 institutions reported holding $6.4M of AMERICAN FUNDS INVMT CO OF AMER F2 (ICAFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($3.7M), Keystone Financial Group ($2.4M), Transce3nd, LLC ($107,477), Estabrook Capital Management ($78,408), RICHARDSON FINANCIAL SERVICES INC. ($42,418). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $3.7M | 62,987 | Trimmed |
| 2 | Keystone Financial Group | $2.4M | 36,823 | New |
| 3 | Transce3nd, LLC | $107,477 | 1,809 | Added |
| 4 | Estabrook Capital Management | $78,408 | 1,320 | Added |
| 5 | RICHARDSON FINANCIAL SERVICES INC. | $42,418 | 714 | Added |
| 6 | McIlrath & Eck, LLC | $42,242 | 711 | New |
| 7 | Financial Gravity Asset Management, Inc. | $36 | 1 | Hold |
| 8 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $0 | 0 | Exited |
| 9 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31