Amer FND GRW FD of Am-529F2FAFGX

13F holders, Q2 2024 (June 30)
2holders +1
1new positions
0sold out
$73.96avg. 13F price*

At the end of Q2 2024, 2 institutions reported holding Amer FND GRW FD of Am-529F2 (FAFGX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Encompass Wealth Advisors, LLC ($828K) and Atlas Wealth LLC ($255K).

Company
Amer FND GRW FD of Am-529F2
Filed as
AMERICAN VA 529 GROWTH FUND OF AMERICA CL F2 N/L (Q2 2024)
CUSIP
399874742
Latest filing quarter
Q1 2026

History

Number of 13F holders

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

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$255K
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 3,465 shares bought, net +3,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Encompass Wealth Advisors, LLC 0.22% Add +0.6% 11,229 $828K
Atlas Wealth LLC 0.04% New 3,403 $255K

"% of holder's portfolio" is FAFGX's weight in each manager's 13F, not the share of Amer FND GRW FD of Am-529F2 the manager owns.