Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / LOAD EQUITY FUND
-
Total 13F shares
-
40,841
-
Share change
-
-4,616
-
Total reported value
-
$3,356,353
-
Price per share
-
$82.20
-
Number of holders
-
11
-
Value change
-
-$314,512
-
Number of buys
-
3
-
Number of sells
-
5
Institutional Holders of AMERICAN FUNDS GROWTH FUND OF AMER A - LOAD EQUITY FUND as of Q2 2025
As of 30 Jun 2025,
AMERICAN FUNDS GROWTH FUND OF AMER A - LOAD EQUITY FUND was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
40,841 shares.
The largest 10 holders included
Coston, McIsaac & Partners, RiverFront Investment Group, LLC, Ethos Financial Group, LLC, Williams Jones Wealth Management, LLC., FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, Fulton Bank, N.A., NORTH STAR ASSET MANAGEMENT INC, Financial Gravity Companies, Inc., Brooklyn Investment Group, and Luminist Capital LLC.
This page lists
11
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.