Amer FNDS Mutual FND-F2AMRFX
13F holders, Q3 2024 (September 30)2holders −1
0new positions
1sold out
$59.26avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Amer FNDS Mutual FND-F2 (AMRFX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Encompass Wealth Advisors, LLC ($2.0M) and Tucker Asset Management LLC ($8K).
- Company
- Amer FNDS Mutual FND-F2
- Filed as
- AMERICAN FUNDS AMERICAN MUTUAL F2 (Q3 2024)
- CUSIP
- 027681824
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $17K |
All 13F filers, Q2 2024 → Q3 2024: 82 shares bought and 304 shares sold, net −222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Encompass Wealth Advisors, LLC | 0.50% | No change | 33,719 | $2.0M |
| Tucker Asset Management LLC | 0.00% | Add +134.4% | 143 | $8K |
"% 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.