Amer FNDS New World-F2NFFFX

13F holders, Q2 2026 (June 30)
5holders
1new positions
0sold out
$108.27avg. 13F price*

At the end of Q2 2026, 5 institutions reported holding Amer FNDS New World-F2 (NFFFX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($1.9M), Keystone Financial Group ($1.1M) and Fulton Bank, N.A. ($269K).

Company
Amer FNDS New World-F2
Filed as
AMERICAN FUNDS NEW WORLD (Q2 2026)
CUSIP
649280823
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 2Q4 2024Q1 2025: 4Q1 2025Q2 2025: 2Q2 2025Q3 2025: 4Q3 2025Q4 2025: 4Q4 2025Q1 2026: 5Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$11K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 7,910 shares bought, net +7,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Kelleher Financial Advisors 0.27% Add +80.0% 17,564 $1.9M
Keystone Financial Group 0.07% No change 10,237 $1.1M
Fulton Bank, N.A. 0.01% No change 2,486 $269K
Vermillion Wealth Management, Inc. 0.00% New 103 $11K
Transce3nd, LLC 0.03% No change 31 $3K

"% of holder's portfolio" is NFFFX's weight in each manager's 13F, not the share of Amer FNDS New World-F2 the manager owns.