Amer FNDS New Economy-F2NEFFX
13F holders, Q2 2025 (June 30)3holders −1
0new positions
1sold out
$68.25avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding Amer FNDS New Economy-F2 (NEFFX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Great Lakes Advisors, LLC ($468K), Financial Gravity Companies, Inc. ($43K) and Transce3nd, LLC ($16K).
- Company
- Amer FNDS New Economy-F2
- Filed as
- AMERICAN FUNDS NEW ECONOMY F2 (Q2 2025)
- CUSIP
- 643822828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $191K |
All 13F filers, Q1 2025 → Q2 2025: 3,278 shares sold, net −3,278 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Great Lakes Advisors, LLC | 0.00% | No change | 6,864 | $468K |
| Financial Gravity Companies, Inc. | 0.01% | — | 625 | $43K |
| Transce3nd, LLC | 0.01% | No change | 237 | $16K |
"% 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.