Amer FNDS New Perspect-F2ANWFX
13F holders, Q3 2025 (September 30)5holders +1
2new positions
0sold out
$61.74avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Amer FNDS New Perspect-F2 (ANWFX) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($82K), Estabrook Capital Management ($27K) and Oakworth Capital, Inc. ($26K).
- Company
- Amer FNDS New Perspect-F2
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE FUND CLASS F-2 (Q3 2025)
- CUSIP
- 648018828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $108K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 1,478 shares bought and 2 shares sold, net +1,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kelleher Financial Advisors | 0.02% | New | 1,124 | $82K |
| Estabrook Capital Management | 0.00% | No change | 372 | $27K |
| Oakworth Capital, Inc. | 0.00% | New | 354 | $26K |
| Coston, McIsaac & Partners | 0.00% | No change | 148 | $10K |
| Transce3nd, LLC | 0.04% | Reduce -0.5% | 440 | $5K |
"% 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.