FWGIX — American Fds Capital World Gr&Inc F-3 Institutional Holders · Q2 2026
Who owns American Fds Capital World Gr&Inc F-3 (FWGIX)? 3 institutions reported holding $514,132 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kelleher Financial Advisors ($437,174), Vermillion Wealth Management, Inc. ($61,958), Coston, McIsaac & Partners ($15,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $437,174 | 5,354 | Trimmed |
| 2 | Vermillion Wealth Management, Inc. | $61,958 | 759 | New |
| 3 | Coston, McIsaac & Partners | $15,000 | 191 | Added |
Source: SEC Form 13F filings · as of 2026-06-30