Amer FNDS New Perspect-F2ANWFX
13F holders, Q2 2025 (June 30)4holders −1
0new positions
1sold out
$69.58avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Amer FNDS New Perspect-F2 (ANWFX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Transce3nd, LLC ($31K), Estabrook Capital Management ($26K) and Financial Gravity Companies, Inc. ($11K).
- Company
- Amer FNDS New Perspect-F2
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE F2 (Q2 2025)
- CUSIP
- 648018828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $115K |
All 13F filers, Q1 2025 → Q2 2025: 1,877 shares sold, net −1,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Transce3nd, LLC | 0.01% | No change | 442 | $31K |
| Estabrook Capital Management | 0.00% | No change | 372 | $26K |
| Financial Gravity Companies, Inc. | 0.00% | — | 153 | $11K |
| Coston, McIsaac & Partners | 0.00% | No change | 148 | $10K |
"% 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.