Amer FNDS New Economy-F2NEFFX
13F holders, Q1 2025 (March 31)4holders
1new positions
1sold out
$57.77avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Amer FNDS New Economy-F2 (NEFFX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Great Lakes Advisors, LLC ($396K), Ascentis Wealth Management, LLC ($191K) and Financial Gravity Asset Management, Inc. ($36K).
- Company
- Amer FNDS New Economy-F2
- Filed as
- AMERICAN FUNDS NEW ECONO (Q1 2025)
- CUSIP
- 643822828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $191K |
| Exits | 1 | $5K |
All 13F filers, Q4 2024 → Q1 2025: 3,278 shares bought and 79 shares sold, net +3,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Great Lakes Advisors, LLC | 0.00% | No change | 6,864 | $396K |
| Ascentis Wealth Management, LLC | 0.06% | New | 3,278 | $191K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 625 | $36K |
| Transce3nd, LLC | 0.01% | No change | 237 | $13K |
"% 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.