AMERICAN FUNDS AMERICAN MUTUAL F2 AMRFX
NTF EQUITY FUNDS · Open-End Fund · CUSIP 027681824
3
institutional holders
+0 vs Q1 2026
24.8k
shares reported held*
$1.6mreported value*
1 new
2 added
0 reduced
0 sold out
net bought ≈ $938.0k (+14.6k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $64.28.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2 |
| Q4 2022 | 2 |
| Q1 2023 | 2 |
| Q2 2023 | 3 |
| Q3 2023 | 4 |
| Q4 2023 | 4 |
| Q1 2024 | 3 |
| Q2 2024 | 3 |
| Q3 2024 | 2 |
| Q4 2024 | 2 |
| Q1 2025 | 2 |
| Q2 2025 | 1 |
| Q3 2025 | 2 |
| Q4 2025 | 2 |
| Q1 2026 | 3 |
| Q2 2026 | 3 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 1 | 1 |
| Q4 2024 | 2 | 1 |
| Q1 2025 | 1 | 1 |
| Q2 2025 | 0 | 1 |
| Q3 2025 | 2 | 0 |
| Q4 2025 | 2 | 0 |
| Q1 2026 | 3 | 0 |
| Q2 2026 | 3 | 0 |
Biggest buyers
| KELLEHER FINANCIAL ADVISORS | Added | +10.0k |
| NBT BANK, N.A. | New | +4.6k |
| Transce3nd, LLC | Added | +1 |
Biggest sellers
| None |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| KELLEHER FINANCIAL ADVISORS 0.18% of their portfolio | 19.9k $1.3m | Added +10.0k |
| NBT BANK, N.A. 0.02% of their portfolio | 4.6k $297.9k | New |
| Transce3nd, LLC 0.18% of their portfolio | 322 $20.8k | Added +1 |