Amer FNDS New World-F3FNWFX

13F holders, Q2 2025 (June 30)
2holders
0new positions
0sold out
$89.06avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding Amer FNDS New World-F3 (FNWFX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were RiverFront Investment Group, LLC ($2.0M) and First Merchants Corp. ($547K).

Company
Amer FNDS New World-F3
Filed as
AM NEW WORLD FD F3 (Q2 2025)
CUSIP
649280773
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 2Q1 2024Q2 2024: 4Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 4,922 shares bought and 2,028 shares sold, net +2,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

RiverFront Investment Group, LLC 0.04% Add +27.7% 22,671 $2.0M
First Merchants Corp. 0.02% Reduce -24.8% 6,137 $547K

"% of holder's portfolio" is FNWFX's weight in each manager's 13F, not the share of Amer FNDS New World-F3 the manager owns.