Amer FND Smallcap WRLD-ASMCWX
13F holders, Q1 2026 (March 31)3holders −1
0new positions
1sold out
$72.66avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Amer FND Smallcap WRLD-A (SMCWX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($273K), Coastwise Capital Group, LLC ($200K) and Westside Investment Management, Inc. ($157K).
- Company
- Amer FND Smallcap WRLD-A
- Filed as
- AMERICAN FUNDS SMALLCAP WORLD A (Q1 2026)
- CUSIP
- 831681101
- 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 | $9K |
All 13F filers, Q4 2025 → Q1 2026: 127 shares sold, net −127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Coston, McIsaac & Partners | 0.06% | No change | 3,772 | $273K |
| Coastwise Capital Group, LLC | 0.11% | No change | 2,764 | $200K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,143 | $157K |
"% of holder's portfolio" is SMCWX's weight in each manager's 13F, not the share of Amer FND Smallcap WRLD-A the manager owns.