Amer FNDS New Economy-F2NEFFX
13F holders, Q1 2026 (March 31)5holders +1
2new positions
0sold out
$75.83avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Amer FNDS New Economy-F2 (NEFFX) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were Keystone Financial Group ($1.1M), Great Lakes Advisors, LLC ($474K) and McIlrath & Eck, LLC ($55K).
- Company
- Amer FNDS New Economy-F2
- Filed as
- AMERICAN NEW ECONOMY FUND CLASS F2 (Q1 2026)
- CUSIP
- 643822828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.1M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 14,368 shares bought, net +14,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Keystone Financial Group | 0.07% | New | 13,569 | $1.1M |
| Great Lakes Advisors, LLC | 0.00% | No change | 6,864 | $474K |
| McIlrath & Eck, LLC | 0.00% | New | 799 | $55K |
| Transce3nd, LLC | 0.16% | No change | 261 | $18K |
| Kelleher Financial Advisors | 0.00% | No change | 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.