Amer FNDS New Economy-AANEFX

13F holders, Q2 2026 (June 30)
2holders +1
1new positions
0sold out
$81.76avg. 13F price*

At the end of Q2 2026, 2 institutions reported holding Amer FNDS New Economy-A (ANEFX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($298K) and Coston, McIsaac & Partners ($71K).

Company
Amer FNDS New Economy-A
Filed as
AMERICAN FUNDS NEW ECONOMY A (Q2 2026)
CUSIP
643822109
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 2Q3 2024Q4 2024: 1Q4 2024Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$71K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 790 shares bought, net +790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Ethos Financial Group, LLC 0.02% No change 3,726 $298K
Coston, McIsaac & Partners 0.01% New 790 $71K

"% of holder's portfolio" is ANEFX's weight in each manager's 13F, not the share of Amer FNDS New Economy-A the manager owns.