Amer FNDS New World-F3FNWFX
13F holders, Q4 2025 (December 31)3holders +1
1new positions
0sold out
$93.25avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Amer FNDS New World-F3 (FNWFX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($533K), Kelleher Financial Advisors ($257K) and Kohmann Bosshard Financial Services, LLC ($30K).
- Company
- Amer FNDS New World-F3
- Filed as
- AM NEW WORLD FD F3 (Q4 2025)
- CUSIP
- 649280773
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $30K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 317 shares bought and 233 shares sold, net +84 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| First Merchants Corp. | 0.02% | No change | 5,714 | $533K |
| Kelleher Financial Advisors | 0.06% | Reduce -7.8% | 2,760 | $257K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 317 | $30K |
"% 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.