Amer FND Smallcap WRLD-F2SMCFX
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$65.47avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Amer FND Smallcap WRLD-F2 (SMCFX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($60K), Richardson Financial Services Inc. ($18K) and Transce3nd, LLC ($2K).
- Company
- Amer FND Smallcap WRLD-F2
- Filed as
- AMERICAN FUNDS SMALLCAP WORLD FUND CLASS F-2 (Q3 2025)
- CUSIP
- 831681820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $60K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 778 shares bought and 45 shares sold, net +733 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kelleher Financial Advisors | 0.02% | New | 778 | $60K |
| Richardson Financial Services Inc. | 0.01% | No change | 231 | $18K |
| Transce3nd, LLC | 0.02% | Reduce -17.1% | 219 | $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.