Who Owns AMERICAN TAX-AWARE CONSERVATIVE GROWTH AND INCOME PORTFOLIO CLASS F2 (TXIFX)? -- Institutional Holders (2026-03-31)

Name: AMERICAN TAX-AWARE CONSERVATIVE GROWTH AND INCOME PORTFOLIO CLASS F2 (TXIFX) Institutional Holders (2026-03-31)
Creator: ko.io

1 institutions reported holding $37,835 of AMERICAN TAX-AWARE CONSERVATIVE GROWTH AND INCOME PORTFOLIO CLASS F2 (TXIFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($37,835). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	KELLEHER FINANCIAL ADVISORS	$37,835	2,261	Added

Source: SEC Form 13F filings · as of 2026-03-31