Amer FNDS New Perspect-F2ANWFX
13F holders, Q2 2026 (June 30)7holders +1
2new positions
0sold out
$75.13avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding Amer FNDS New Perspect-F2 (ANWFX) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were NBT Bank, N.A. ($458K), Keystone Financial Group ($247K) and Kelleher Financial Advisors ($181K).
- Company
- Amer FNDS New Perspect-F2
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE F2 (Q2 2026)
- CUSIP
- 648018828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $469K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 7,790 shares bought, net +7,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| NBT Bank, N.A. | 0.03% | New | 6,095 | $458K |
| Keystone Financial Group | 0.01% | No change | 3,289 | $247K |
| Kelleher Financial Advisors | 0.03% | Add +100.1% | 2,403 | $181K |
| Oakworth Capital, Inc. | 0.00% | Add +88.6% | 713 | $53K |
| Estabrook Capital Management | 0.00% | No change | 398 | $30K |
| Transce3nd, LLC | 0.11% | No change | 163 | $12K |
| Coston, McIsaac & Partners | 0.00% | New | 158 | $11K |
"% of holder's portfolio" is ANWFX's weight in each manager's 13F, not the share of Amer FNDS New Perspect-F2 the manager owns.