Amer FND Smallcap WRLD-F2SMCFX
13F holders, Q2 2026 (June 30)3holders
1new positions
1sold out
$88.73avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Amer FND Smallcap WRLD-F2 (SMCFX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were NBT Bank, N.A. ($177K), Kelleher Financial Advisors ($95K) and Transce3nd, LLC ($5K).
- Company
- Amer FND Smallcap WRLD-F2
- Filed as
- AMERICAN FUNDS SMALLCAP WORLD F2 (Q2 2026)
- CUSIP
- 831681820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $177K |
| Exits | 1 | $18K |
All 13F filers, Q1 2026 → Q2 2026: 2,243 shares bought and 243 shares sold, net +2,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| NBT Bank, N.A. | 0.01% | New | 1,991 | $177K |
| Kelleher Financial Advisors | 0.01% | Add +30.8% | 1,069 | $95K |
| Transce3nd, LLC | 0.05% | Reduce -1.6% | 60 | $5K |
"% of holder's portfolio" is SMCFX's weight in each manager's 13F, not the share of Amer FND Smallcap WRLD-F2 the manager owns.