Amer FNDS Mutual FND-F2AMRFX

13F holders, Q4 2024 (December 31)
2holders
1new positions
1sold out
$55.13avg. 13F price*

At the end of Q4 2024, 2 institutions reported holding Amer FNDS Mutual FND-F2 (AMRFX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Tucker Asset Management LLC ($20K) and Financial Gravity Companies, Inc. ($7K).

Company
Amer FNDS Mutual FND-F2
Filed as
AMERICAN FUNDS AMERICAN MUTUAL F2 (Q4 2024)
CUSIP
027681824
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$7K
Exits1$2.0M

All 13F filers, Q3 2024 → Q4 2024: 354 shares bought and 33,719 shares sold, net −33,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Tucker Asset Management LLC 0.00% Add +155.2% 365 $20K
Financial Gravity Companies, Inc. 0.00% New 132 $7K

"% 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.