Amer FNDS New Perspect-F2ANWFX
13F holders, Q4 2025 (December 31)7holders +2
1new positions
0sold out
$70.24avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding Amer FNDS New Perspect-F2 (ANWFX) in their 13F filings, up 2 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Motiv8 Investments LLC ($154K), Kelleher Financial Advisors ($84K) and Estabrook Capital Management ($28K).
- Company
- Amer FNDS New Perspect-F2
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE F2 (Q4 2025)
- CUSIP
- 648018828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $154K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 2,335 shares bought and 277 shares sold, net +2,058 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Motiv8 Investments LLC | 0.08% | New | 2,198 | $154K |
| Kelleher Financial Advisors | 0.02% | Add +6.8% | 1,201 | $84K |
| Estabrook Capital Management | 0.00% | Add +7.0% | 398 | $28K |
| Oakworth Capital, Inc. | 0.00% | Add +6.8% | 378 | $27K |
| Transce3nd, LLC | 0.10% | Reduce -63.0% | 163 | $12K |
| Coston, McIsaac & Partners | 0.00% | Add +6.8% | 158 | $11K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 24 | $2K |
"% 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.