Amer FNDS New Perspect-F2ANWFX
13F holders, Q1 2026 (March 31)6holders −1
2new positions
2sold out
$68.77avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Amer FNDS New Perspect-F2 (ANWFX) in their 13F filings, down 1 from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were Keystone Financial Group ($236K), McIlrath & Eck, LLC ($167K) and Kelleher Financial Advisors ($80K).
- Company
- Amer FNDS New Perspect-F2
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE FUND CLASS F-2 (Q1 2026)
- CUSIP
- 648018828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $403K |
| Exits | 2 | $13K |
All 13F filers, Q4 2025 → Q1 2026: 5,795 shares bought and 182 shares sold, net +5,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Keystone Financial Group | 0.02% | New | 3,289 | $236K |
| McIlrath & Eck, LLC | 0.01% | New | 2,506 | $167K |
| Kelleher Financial Advisors | 0.02% | No change | 1,201 | $80K |
| Estabrook Capital Management | 0.00% | No change | 398 | $26K |
| Oakworth Capital, Inc. | 0.00% | No change | 378 | $25K |
| Transce3nd, LLC | 0.10% | No change | 163 | $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.