13FBOX
AMERICAN FUNDS CAPITAL WORLD GR&INC F3 · 13F Institutional Holdings
Options Calculator Rankings
A

AMERICAN FUNDS CAPITAL WORLD GR&INC F3

FWGIX
Institutions
3
Combined AUM (Q2 2026)
$514,726
Combined Shares (Q2 2026)
6,304
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+760
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-3,608
2 · 1 Exit · ≈
⚖️ Net
-2,848
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$514,726
Institutions
3
New Buys
1
Adds
1
Reduces
1
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
KELLEHER FINANCIAL ADVISORS
0.06%0.16%#1$437,1745,354$619,4688,811-3,457-39.24%Reduce
Vermillion Wealth Management, Inc.
0.01%#2$61,958759$00+759New Buy
Coston, McIsaac & Partners
<0.01%<0.01%#3$15,594191$13,000190+1+0.53%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow