DOSSIER · 13F Holders · Q2 2026

AMERICAN FUNDS AMERICAN MUTUAL F2

4 institutions still hold AMERICAN FUNDS AMERICAN MUTUAL F2 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 027681824·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2M
visible holders
Holders
4
filers reporting
Concentration
72.76%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported AMERICAN FUNDS AMERICAN MUTUAL F2 in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 72.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$1M20K0.18%Q2 2026
02
NBT BANK N A /NY
CIK 0000898413
$298K5K0.02%Q2 2026
03
McIlrath & Eck, LLC
CIK 0001701714
$159K3K0.01%Q1 2026
04
Transce3nd, LLC
CIK 0002023570
$21K3220.18%Q2 2026