Af Cap WLRD GR & Inc.-F3FWGIX
13F holders, Q4 2025 (December 31)4holders +1
1new positions
1sold out
$71.39avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Af Cap WLRD GR & Inc.-F3 (FWGIX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($627K), Kohmann Bosshard Financial Services, LLC ($85K) and Garton & Associates Financial Advisors LLC ($65K).
- Company
- Af Cap WLRD GR & Inc.-F3
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GR&INC F3 (Q4 2025)
- CUSIP
- 140543117
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $85K |
| Exits | 1 | $55K |
All 13F filers, Q3 2025 → Q4 2025: 1,477 shares bought and 730 shares sold, net +747 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kelleher Financial Advisors | 0.15% | Add +3.2% | 8,779 | $627K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 1,190 | $85K |
| Garton & Associates Financial Advisors LLC | 0.04% | — | 904 | $65K |
| Coston, McIsaac & Partners | 0.00% | Add +9.8% | 190 | $13K |
"% of holder's portfolio" is FWGIX's weight in each manager's 13F, not the share of Af Cap WLRD GR & Inc.-F3 the manager owns.