Amer FND Smallcap WRLD-529F2FSWFX
13F holders, Q2 2024 (June 30)1holders
0new positions
0sold out
$66.85avg. 13F price*
At the end of Q2 2024, 1 institutions reported holding Amer FND Smallcap WRLD-529F2 (FSWFX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holder was Encompass Wealth Advisors, LLC ($283K).
- Company
- Amer FND Smallcap WRLD-529F2
- Filed as
- American Funds SMALLCAP World 529-F-2 (Q2 2024)
- CUSIP
- 831681747
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 28 shares bought, net +28 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.08% | Add +0.7% | 4,240 | $283K |
"% 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.