Amer FNDS Mutual FND-F3AFMFX

13F holders, Q4 2024 (December 31)
3holders +1
1new positions
0sold out
$55.14avg. 13F price*

At the end of Q4 2024, 3 institutions reported holding Amer FNDS Mutual FND-F3 (AFMFX) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were RiverFront Investment Group, LLC ($1.9M), Tucker Asset Management LLC ($905K) and Financial Gravity Companies, Inc. ($1K).

Company
Amer FNDS Mutual FND-F3
Filed as
AMERICAN FUNDS AMERICAN MUTUAL F3 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$1K
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 11,127 shares bought, net +11,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

RiverFront Investment Group, LLC 0.04% Add +42.6% 34,919 $1.9M
Tucker Asset Management LLC 0.21% Add +4.2% 16,410 $905K
Financial Gravity Companies, Inc. 0.00% New 24 $1K

"% 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.