Amer FND Smallcap WRLD-F2SMCFX
13F holders, Q3 2024 (September 30)3holders
1new positions
1sold out
$71.75avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Amer FND Smallcap WRLD-F2 (SMCFX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Richardson Financial Services Inc. ($26K), Tucker Asset Management LLC ($9K) and Eagle Bay Advisors LLC ($9K).
- Company
- Amer FND Smallcap WRLD-F2
- Filed as
- AMERICAN FUNDS SMALLCAP WORLD F2 (Q3 2024)
- CUSIP
- 831681820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $9K |
| Exits | 1 | $200K |
All 13F filers, Q2 2024 → Q3 2024: 395 shares bought and 2,927 shares sold, net −2,532 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Richardson Financial Services Inc. | 0.02% | Add +100.0% | 364 | $26K |
| Tucker Asset Management LLC | 0.00% | Add +300.0% | 128 | $9K |
| Eagle Bay Advisors LLC | 0.00% | New | 117 | $9K |
"% 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.