Amer FND Smallcap WRLD-529F2FSWFX
13F holders, Q3 2024 (September 30)1holders
0new positions
0sold out
$71.20avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Amer FND Smallcap WRLD-529F2 (FSWFX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holder was Encompass Wealth Advisors, LLC ($307K).
- Company
- Amer FND Smallcap WRLD-529F2
- Filed as
- American Funds SMALLCAP World 529-F-2 (Q3 2024)
- CUSIP
- 831681747
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 72 shares bought, net +72 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Encompass Wealth Advisors, LLC | 0.08% | Add +1.7% | 4,312 | $307K |
"% 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.