Amer FNDS Mutual FND-F3AFMFX

13F holders, Q2 2024 (June 30)
3holders +2
2new positions
0sold out
$54.38avg. 13F price*

At the end of Q2 2024, 3 institutions reported holding Amer FNDS Mutual FND-F3 (AFMFX) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were RiverFront Investment Group, LLC ($1.0M), Tucker Asset Management LLC ($852K) and ORG Partners LLC ($66K).

Company
Amer FNDS Mutual FND-F3
Filed as
AMERICAN FUNDS AMERICAN (Q2 2024)
CUSIP
027681774
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 1Q1 2024Q2 2024: 3Q2 2024Q3 2024: 2Q3 2024Q4 2024: 3Q4 2024Q1 2025: 2Q1 2025Q2 2025: 3Q2 2025Q3 2025: 1Q3 2025Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions2$1.1M
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 20,178 shares bought, net +20,178 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

RiverFront Investment Group, LLC 0.03% New 18,890 $1.0M
Tucker Asset Management LLC 0.19% Add +0.5% 15,671 $852K
ORG Partners LLC 0.01% New 1,213 $66K

"% of holder's portfolio" is AFMFX's weight in each manager's 13F, not the share of Amer FNDS Mutual FND-F3 the manager owns.