Institutional Ownership
American Funds Retire Inc Port-Mod A
CUSIP 02631L841LOAD EQUITY FUNDNBARXQ1 2026
Institutional Holders
1
13F filers
Shares Held
3.9K
Aggregate institutional
Institutional Value
$53.6K
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased0
Sold out0
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Luminist Capital LLC | 3.9K | $53.6K | +3.9K | New |