Amer FND Smallcap WRLD-F2SMCFX
13F holders, Q2 2024 (June 30)3holders +1
1new positions
0sold out
$68.35avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Amer FND Smallcap WRLD-F2 (SMCFX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($200K), Richardson Financial Services Inc. ($12K) and Tucker Asset Management LLC ($2K).
- Company
- Amer FND Smallcap WRLD-F2
- Filed as
- AMERICAN FUNDS SMALLCAP (Q2 2024)
- CUSIP
- 831681820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $200K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 2,927 shares bought, net +2,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| ORG Partners LLC | 0.02% | New | 2,927 | $200K |
| Richardson Financial Services Inc. | 0.01% | No change | 182 | $12K |
| Tucker Asset Management LLC | 0.00% | No change | 32 | $2K |
"% 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.