Amer FNDS New World-F2NFFFX
13F holders, Q1 2025 (March 31)4holders +2
2new positions
1sold out
$78.34avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Amer FNDS New World-F2 (NFFFX) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Vermillion Wealth Management, Inc. ($8K), Ascentis Wealth Management, LLC ($7K) and Financial Gravity Asset Management, Inc. ($4K).
- Company
- Amer FNDS New World-F2
- Filed as
- AMERICAN FUNDS NEW WORLD F2 (Q1 2025)
- CUSIP
- 649280823
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $15K |
| Exits | 1 | $27K |
All 13F filers, Q4 2024 → Q1 2025: 187 shares bought and 358 shares sold, net −171 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Vermillion Wealth Management, Inc. | 0.00% | New | 97 | $8K |
| Ascentis Wealth Management, LLC | 0.00% | New | 90 | $7K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 55 | $4K |
| Transce3nd, LLC | 0.00% | No change | 29 | $2K |
"% 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.