13FBOX
AMERICAN FUNDS AMERICAN · 13F Institutional Holdings
Options Calculator Rankings
A

AMERICAN FUNDS AMERICAN

AMRFX
Institutions
3
Combined AUM (Q2 2026)
$1.6M
Combined Shares (Q2 2026)
24,828
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+14,594
3 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2,729
1 · 1 Exit · ≈
⚖️ Net
+11,865
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.6M
Institutions
3
New Buys
1
Adds
2
Reduces
0
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
KELLEHER FINANCIAL ADVISORS
0.18%0.15%#2$1.3M19,871$579,3059,913+9,958+100.45%Add
NBT BANK, N.A.
0.02%#3$297,9114,635$00+4,635New Buy
Transce3nd, LLC
0.18%0.17%#1$20,832322$18,731321+1+0.31%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow