American Tax-Aware Conservative Growth And Income Portfolio Class F2

Name: American Tax-Aware Conservative Growth And Income Portfolio Class F2 — Institutional Ownership
Creator: FBInvestor

CUSIP 02630Y570Mutual FundTXIFXQ4 2025

American Tax-Aware Conservative Growth And Income Portfolio Class F2 — Institutional Ownership (13F) · FBInvestor

Institutional Holders

13F filers

Shares Held

2.3K

Aggregate institutional

Institutional Value

$38.1K

Q4 2025

Net New Holders

0 new · 0 closed

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

Q4 2025

New positions0

Increased1

Decreased0

Sold out0

1 funds hold this security · Q4 2025

#	Fund	Shares	Value	Δ Shares	Activity
1	Kelleher Financial Advisors	2.3K	$38.1K	+90	Added