DOSSIER · 13F Holders · Q2 2026
NWFFX

AMERICAN FUNDS NEW WORLD F1

3 institutions still hold AMERICAN FUNDS NEW WORLD F1 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 649280401·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$819K
visible holders
Holders
3
filers reporting
Concentration
85.97%
Fortune Financial Group, Inc. #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported NWFFX in Q2 2026. Fortune Financial Group, Inc. leads at 86.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Fortune Financial Group, Inc.
CIK 0002106311
$704K7K0.55%Q2 2026
02
Westside Investment Management, Inc.
CIK 0001538383
$80K7460.01%Q2 2026
03
Vermillion Wealth Management, Inc.
CIK 0001737012
$35K3200.01%Q2 2026