Amer FNDS Mutual FND-F2AMRFX
13F holders, Q1 2024 (March 31)3holders
$54.35avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Amer FNDS Mutual FND-F2 (AMRFX) in their 13F filings. The largest holders were Encompass Wealth Advisors, LLC ($1.8M), Game Plan Financial Advisors, LLC ($21K) and Tucker Asset Management LLC ($3K).
- Company
- Amer FNDS Mutual FND-F2
- Filed as
- AMERICAN FUNDS AMERICAN (Q1 2024)
- CUSIP
- 027681824
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $21K |
| Exits | 1 | $5K |
Ownership 3 holders
| Encompass Wealth Advisors, LLC | 0.49% | No change | 33,719 | $1.8M |
| Game Plan Financial Advisors, LLC | 0.01% | New | 394 | $21K |
| Tucker Asset Management LLC | 0.00% | Add +1.7% | 61 | $3K |
"% of holder's portfolio" is AMRFX's weight in each manager's 13F, not the share of Amer FNDS Mutual FND-F2 the manager owns.