Amer FND Smallcap WRLD-F2SMCFX
13F holders, Q1 2026 (March 31)3holders −1
0new positions
1sold out
$74.73avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Amer FND Smallcap WRLD-F2 (SMCFX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($61K), Richardson Financial Services Inc. ($18K) and Transce3nd, LLC ($4K).
- Company
- Amer FND Smallcap WRLD-F2
- Filed as
- AMERICAN FUNDS SMALLCAP WORLD FUND CLASS F-2 (Q1 2026)
- CUSIP
- 831681820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1K |
All 13F filers, Q4 2025 → Q1 2026: 1 shares bought and 15 shares sold, net −14 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kelleher Financial Advisors | 0.02% | No change | 817 | $61K |
| Richardson Financial Services Inc. | 0.01% | No change | 242 | $18K |
| Transce3nd, LLC | 0.04% | Add +1.7% | 61 | $4K |
"% 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.