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Amer FND INV Co of AM (AIVSX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Coston, McIsaac & Partners
INCREASED
Shares5,748 from 5,736
Change+12 (+0%)
Value$391.9K (+$912)
Filed 2026-11-06
Emprise Bank
INCREASED
Shares4,080 from 3,409
Change+671 (+20%)
Value$278.2K (+$45.5K)
Filed 2026-10-07
Westside Investment Management, Inc.
UNCHANGED
Shares1,261 from 1,261
Change0 (0%)
Value$86.5K (+$429)
Filed 2026-11-02
Ethos Financial Group, LLC
N/A
Shares— from 12,475
Change-12,475 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 6,424
Change-6,424 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Status
Coston, McIsaac & Partners
INCREASED5,7485,736+12+0%$391.0K$391.9K+$9122026-11-06
Emprise Bank
INCREASED4,0803,409+671+20%$232.7K$278.2K+$45.5K2026-10-07
Westside Investment Management, Inc.
UNCHANGED1,2611,26100%$86.1K$86.5K+$4292026-11-02
Ethos Financial Group, LLC
N/A—12,475-12,475-100%$827.3K———
North Star Asset Management Inc
N/A—6,424-6,424-100%$438.5K———
Game Plan Financial Advisors, LLC
N/A—2,737-2,737-100%$186.8K———
Estabrook Capital Management
N/A—1,246-1,246-100%$85.0K———
Capital Advisor Network LLC
N/A—222-222-100%$15.2K———
Showing 8 of 8 institutions