Amer FNDS New Economy-F2NEFFX
13F holders, Q2 2026 (June 30)4holders −1
0new positions
0sold out
$90.52avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Amer FNDS New Economy-F2 (NEFFX) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Keystone Financial Group ($1.2M), Great Lakes Advisors, LLC ($622K) and Transce3nd, LLC ($23K).
- Company
- Amer FNDS New Economy-F2
- Filed as
- AMERICAN FUNDS NEW ECONO (Q2 2026)
- CUSIP
- 643822828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 125 shares bought, net +125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Keystone Financial Group | 0.07% | No change | 13,569 | $1.2M |
| Great Lakes Advisors, LLC | 0.00% | No change | 6,864 | $622K |
| Transce3nd, LLC | 0.20% | No change | 261 | $23K |
| Kelleher Financial Advisors | 0.00% | Add +100.8% | 249 | $23K |
"% of holder's portfolio" is NEFFX's weight in each manager's 13F, not the share of Amer FNDS New Economy-F2 the manager owns.