Amer FNDS New Economy-F2NEFFX
13F holders, Q4 2025 (December 31)4holders +1
1new positions
0sold out
$73.14avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Amer FNDS New Economy-F2 (NEFFX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Great Lakes Advisors, LLC ($502K), Motiv8 Investments LLC ($128K) and Transce3nd, LLC ($20K).
- Company
- Amer FNDS New Economy-F2
- Filed as
- AMERICAN FUNDS NEW ECONOMY FUND CLASS F-2 (Q4 2025)
- CUSIP
- 643822828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $128K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 1,793 shares bought, net +1,793 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 | $502K |
| Motiv8 Investments LLC | 0.07% | New | 1,758 | $128K |
| Transce3nd, LLC | 0.16% | Add +10.1% | 261 | $20K |
| Kelleher Financial Advisors | 0.00% | Add +9.7% | 124 | $9K |
"% 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.