Amer FNDS New Economy-F2NEFFX

13F holders, Q3 2025 (September 30)
3holders
1new positions
0sold out
$72.28avg. 13F price*

At the end of Q3 2025, 3 institutions reported holding Amer FNDS New Economy-F2 (NEFFX) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Great Lakes Advisors, LLC ($510K), Kelleher Financial Advisors ($8K) and Transce3nd, LLC ($3K).

Company
Amer FNDS New Economy-F2
Filed as
AMERICAN FUNDS NEW ECONOMY FUND CLASS F-2 (Q3 2025)
CUSIP
643822828
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 4Q4 2024Q1 2025: 4Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 5Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$8K
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 113 shares bought, net +113 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 $510K
Kelleher Financial Advisors 0.00% New 113 $8K
Transce3nd, LLC 0.02% No change 237 $3K

"% 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.