Amer FND Smallcap WRLD-F2SMCFX
13F holders, Q4 2025 (December 31)4holders +1
1new positions
0sold out
$71.81avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Amer FND Smallcap WRLD-F2 (SMCFX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($62K), Richardson Financial Services Inc. ($14K) and Transce3nd, LLC ($5K).
- Company
- Amer FND Smallcap WRLD-F2
- Filed as
- AMERICAN FUNDS SMALLCAP WORLD F2 (Q4 2025)
- CUSIP
- 831681820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 65 shares bought and 159 shares sold, net −94 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kelleher Financial Advisors | 0.01% | Add +5.0% | 817 | $62K |
| Richardson Financial Services Inc. | 0.00% | Add +4.8% | 242 | $14K |
| Transce3nd, LLC | 0.04% | Reduce -72.6% | 60 | $5K |
| Adirondack Trust Co. | 0.00% | New | 15 | $1K |
"% 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.