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Amer Fnds Inc of Amer-F2 (AMEFX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
First Merchants Corp
NEW
Shares15,546
Change+15,546
Value$418.2K
Filed 2026-10-15
Transce3nd, LLC
INCREASED
Shares2,061 from 943
Change+1,118 (+119%)
Value$57.1K (+$31.1K)
Filed 2026-10-26
Kelleher Financial Advisors
CLOSED
Shares0 from 317,788
Change-317,788 (-100%)
Value$0 (-$8.7M)
Filed 2026-10-30
NBT Bank, N.A.
CLOSED
Shares0 from 3,718
Change-3,718 (-100%)
Value$0 (-$101.4K)
Filed 2026-10-21
Oakworth Capital, Inc.
CLOSED
Shares0 from 414
Change-414 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-26
Keystone Financial Group
N/A
Shares— from 145,679
Change-145,679 (-100%)
Value—
Status
First Merchants Corp
NEW15,546—+15,546——$418.2K—2026-10-15
Transce3nd, LLC
INCREASED2,061943+1,118+119%$26.0K$57.1K+$31.1K2026-10-26
Kelleher Financial Advisors
CLOSED0317,788-317,788-100%$8.7M$0-$8.7M2026-10-30
NBT Bank, N.A.
CLOSED03,718-3,718-100%$101.4K$0-$101.4K2026-10-21
Oakworth Capital, Inc.
CLOSED0414-414-100%$11.3K$0-$11.3K2026-10-26
Keystone Financial Group
N/A—145,679-145,679-100%$4.0M———
Showing 6 of 6 institutions