Amer FND Smallcap WRLD-F3SFCWX
13F holders, Q3 2025 (September 30)2holders +1
2new positions
1sold out
$76.90avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Amer FND Smallcap WRLD-F3 (SFCWX) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($106K) and Vermillion Wealth Management, Inc. ($88K).
- Company
- Amer FND Smallcap WRLD-F3
- Filed as
- AMERICAN FUNDS SMALLCAP WORLD F3 (Q3 2025)
- CUSIP
- 831681770
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $194K |
| Exits | 1 | $268K |
All 13F filers, Q2 2025 → Q3 2025: 2,521 shares bought and 3,618 shares sold, net −1,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kelleher Financial Advisors | 0.03% | New | 1,377 | $106K |
| Vermillion Wealth Management, Inc. | 0.02% | New | 1,144 | $88K |
"% 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.