Amer FNDS New Perspect-F2ANWFX
13F holders, Q1 2025 (March 31)5holders
1new positions
1sold out
$60.07avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Amer FNDS New Perspect-F2 (ANWFX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Ascentis Wealth Management, LLC ($115K), Transce3nd, LLC ($25K) and Estabrook Capital Management ($23K).
- Company
- Amer FNDS New Perspect-F2
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE F2 (Q1 2025)
- CUSIP
- 648018828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $115K |
| Exits | 1 | $30K |
All 13F filers, Q4 2024 → Q1 2025: 1,877 shares bought and 593 shares sold, net +1,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Ascentis Wealth Management, LLC | 0.04% | New | 1,877 | $115K |
| Transce3nd, LLC | 0.01% | Reduce -18.9% | 442 | $25K |
| Estabrook Capital Management | 0.00% | No change | 372 | $23K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 153 | $9K |
| Coston, McIsaac & Partners | 0.00% | No change | 148 | $8K |
"% 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.