Amer FND Smallcap WRLD-529F2FSWFX
13F holders, Q1 2026 (March 31)1holders
1new positions
0sold out
$72.85avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Amer FND Smallcap WRLD-529F2 (FSWFX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 0 sold out. The largest holder was McIlrath & Eck, LLC ($115K).
- Company
- Amer FND Smallcap WRLD-529F2
- Filed as
- 529 AMERICAN SMALL-CAP WORLD FUND CLASS F2 (Q1 2026)
- CUSIP
- 831681747
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $115K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q1 2026: 1,582 shares bought, net +1,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| McIlrath & Eck, LLC | 0.01% | New | 1,582 | $115K |
"% of holder's portfolio" is FSWFX's weight in each manager's 13F, not the share of Amer FND Smallcap WRLD-529F2 the manager owns.