AIVSX β€” INVESTMENT CO AMER

Ownership history in FULTON BANK, N.A.  Β·  7 quarters on record

AI Ownership Summary

FULTON BANK, N.A. reported INVESTMENT CO AMER (AIVSX) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows AIVSX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AIVSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FULTON BANK, N.A.'s position in INVESTMENT CO AMER, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AIVSX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FULTON BANK, N.A. held AIVSX β€” position size vs. price
% of Fund (quarterly)    AIVSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 3,905 β€” 0% 0.01% $261K 2025-10-21 $61.65
2025 Q2 UNCHANGED 3,905 β€” 0% 0.01% $246K 2025-07-10 $58.44
2025 Q1 UNCHANGED 3,905 β€” 0% 0.01% $218K 2025-04-09 $49.30
2024 Q4 UNCHANGED 3,905 β€” 0% 0.01% $225K 2025-01-08 $52.35
2024 Q3 UNCHANGED 3,905 β€” 0% 0.01% $238K 2024-10-07 $50.38
2024 Q2 REDUCED 3,905 -251 -6.0% 0.01% $223K 2024-07-09 $48.33
2024 Q1 INITIATED 4,156 β€” β€” 0.01% $231K 2024-04-10 $45.38

🏒 Other funds also holding AIVSX

As of 2026 Q1 β€” sorted by position size

Emprise Bank 0.08% Coston, McIsaac & Partners 3Y 0.08%

FAQ About FULTON BANK, N.A. and AIVSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has FULTON BANK, N.A. reported owning AIVSX?

FULTON BANK, N.A. reported AIVSX across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported AIVSX position in FULTON BANK, N.A.'s portfolio?

The largest reported portfolio weight for AIVSX was 0.01% in 2024 Q1.

What is the latest reported AIVSX position on this page?

The most recent filing on this page is 2025 Q3, when FULTON BANK, N.A. reported 3,905 shares, equal to 0.01% of portfolio, with an estimated market value of $261K.

What does the chart on this AIVSX ownership page compare?

The chart compares FULTON BANK, N.A.'s quarterly AIVSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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