Amer FND Smallcap WRLD-F3SFCWX

13F holders, Q2 2024 (June 30)
2holders
$67.90avg. 13F price*

At the end of Q2 2024, 2 institutions reported holding Amer FND Smallcap WRLD-F3 (SFCWX) in their 13F filings. The largest holders were ORG Partners LLC ($55K) and Mfa Wealth Advisors, LLC ($2K).

Company
Amer FND Smallcap WRLD-F3
Filed as
AMERICAN FUNDS SMALLCAP (Q2 2024)
CUSIP
831681770
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q2 2024

InstitutionsTotal Value
New Positions2$57K
Exits0$0

Ownership 2 holders

ORG Partners LLC 0.01% New 808 $55K
Mfa Wealth Advisors, LLC 0.00% New 25 $2K

"% of holder's portfolio" is SFCWX's weight in each manager's 13F, not the share of Amer FND Smallcap WRLD-F3 the manager owns.