Institutional Ownership
American Tax-Aware Conservative Growth And Income Portfolio Class F2
CUSIP 02630Y570Mutual FundTXIFXQ1 2026
Institutional Holders
1
13F filers
Shares Held
2.3K
Aggregate institutional
Institutional Value
$37.8K
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased0
Sold out0
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 2.3K | $37.8K | +7 | Added |