Amer FND GRW FD of Am-F2GFFFX

13F holders, Q1 2025 (March 31)
5holders
1new positions
1sold out
$69.65avg. 13F price*

At the end of Q1 2025, 5 institutions reported holding Amer FND GRW FD of Am-F2 (GFFFX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Ascentis Wealth Management, LLC ($1.5M), Ferguson Wellman Capital Management, Inc. ($429K) and Financial Gravity Asset Management, Inc. ($79K).

Company
Amer FND GRW FD of Am-F2
Filed as
AMERICAN FUNDS GROWTH FU (Q1 2025)
CUSIP
399874825
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 5Q1 2024Q2 2024: 7Q2 2024Q3 2024: 6Q3 2024Q4 2024: 5Q4 2024Q1 2025: 5Q1 2025Q2 2025: 6Q2 2025Q3 2025: 7Q3 2025Q4 2025: 9Q4 2025Q1 2026: 7Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$1.5M
Exits1$201K

All 13F filers, Q4 2024 → Q1 2025: 21,443 shares bought and 2,716 shares sold, net +18,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Ascentis Wealth Management, LLC 0.48% New 21,443 $1.5M
Ferguson Wellman Capital Management, Inc. 0.01% No change 6,184 $429K
Financial Gravity Asset Management, Inc. 0.02% — 1,135 $79K
Transce3nd, LLC 0.02% No change 785 $51K
Richardson Financial Services Inc. 0.01% No change 173 $12K

"% of holder's portfolio" is GFFFX's weight in each manager's 13F, not the share of Amer FND GRW FD of Am-F2 the manager owns.