Amer FNDS Mutual FND-F2AMRFX
13F holders, Q2 2024 (June 30)3holders
1new positions
1sold out
$54.38avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Amer FNDS Mutual FND-F2 (AMRFX) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Encompass Wealth Advisors, LLC ($1.8M), ORG Partners LLC ($17K) and Tucker Asset Management LLC ($3K).
- Company
- Amer FNDS Mutual FND-F2
- Filed as
- AMERICAN FUNDS AMERICAN (Q2 2024)
- CUSIP
- 027681824
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $17K |
| Exits | 1 | $21K |
All 13F filers, Q1 2024 → Q2 2024: 304 shares bought and 394 shares sold, net −90 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Encompass Wealth Advisors, LLC | 0.49% | No change | 33,719 | $1.8M |
| ORG Partners LLC | 0.00% | New | 304 | $17K |
| Tucker Asset Management LLC | 0.00% | No change | 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.