Amer FNDS New World-F1NWFFX

13F holders, Q2 2026 (June 30)
3holders +1
1new positions
0sold out
$107.76avg. 13F price*

At the end of Q2 2026, 3 institutions reported holding Amer FNDS New World-F1 (NWFFX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Fortune Financial Group, Inc. ($704K), Westside Investment Management, Inc. ($80K) and Vermillion Wealth Management, Inc. ($35K).

Company
Amer FNDS New World-F1
Filed as
AMERICAN FUNDS NEW WORLD F1 (Q2 2026)
CUSIP
649280401
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$35K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 320 shares bought and 6,467 shares sold, net −6,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Fortune Financial Group, Inc. 0.55% Reduce -49.7% 6,535 $704K
Westside Investment Management, Inc. 0.01% No change 746 $80K
Vermillion Wealth Management, Inc. 0.01% New 320 $35K

"% of holder's portfolio" is NWFFX's weight in each manager's 13F, not the share of Amer FNDS New World-F1 the manager owns.