SEC 13F Intelligence

AMERICAN FUNDS INVMT CO OF AMER A

CUSIP 461308108

American Funds Invmt Co Of Amer A has 7 institutional holders in Filings Flow’s 13F database, together reporting 21.0K shares worth $908,051 as of Q1 2026. The largest reported holders are North Star Asset Management Inc, Williams Jones Wealth Management, LLC., and Kohmann Bosshard Financial Services, LLC.

Institutional Holders
7
Q1 2026
Reported Value
$908,051
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 7Q4 ’18Q1 ’19: 3Q2 ’19: 5Q2 ’19Q3 ’19: 4Q2 ’21: 5Q2 ’21Q4 ’21: 5Q4 ’22: 5Q4 ’22Q4 ’25: 8Q1 ’26: 7Q1 ’26Q2 ’26: 1filingsflow.com
Total reported value
Q4 ’18: $28MQ4 ’18Q1 ’19: $30MQ2 ’19: $32MQ2 ’19Q3 ’19: $31MQ2 ’21: $107MQ2 ’21Q4 ’21: $112MQ4 ’22: $98,592Q4 ’22Q4 ’25: $1MQ1 ’26: $908,051Q1 ’26Q2 ’26: $232,659filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Emprise Bank$271M AUM0.09%$232,6593.4KQ2 2026
Game Plan Financial Advisors, LLC$222M AUM0.07%$162,7392.7KQ1 2026OLDER
Kohmann Bosshard Financial Services, LLC$1.0B AUM0.03%$261,8513.9KQ3 2025OLDER
NORTH STAR ASSET MANAGEMENT INC$2.3B AUM0.02%$381,0956.4KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.01%$75,2751.3KQ1 2026OLDER
Estabrook Capital Management$685M AUM0.01%$73,7301.2KQ1 2026OLDER
FULTON BANK, N.A.$3.3B AUM0.01%$261,0193.9KQ3 2025OLDER
Williams Jones Wealth Management, LLC.$8.1B AUM0.00%$296,2384.7KQ4 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$12,178205Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.