Amer FNDS New Perspect-AANWPX
13F holders, Q2 2026 (June 30)9holders
0new positions
0sold out
$74.88avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding Amer FNDS New Perspect-A (ANWPX) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($711K), Ethos Financial Group, LLC ($500K) and Ironwood Investment Management LLC ($457K).
- Company
- Amer FNDS New Perspect-A
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE A (Q2 2026)
- CUSIP
- 648018109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 40 shares sold, net −40 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 9,416 | $711K |
| Ethos Financial Group, LLC | 0.03% | Reduce -0.6% | 6,957 | $500K |
| Ironwood Investment Management LLC | 0.16% | No change | 6,044 | $457K |
| Private Capital Advisors, Inc. | 0.03% | No change | 5,028 | $380K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 3,553 | $268K |
| Fulton Bank, N.A. | 0.01% | No change | 3,262 | $246K |
| Westside Investment Management, Inc. | 0.03% | No change | 3,166 | $239K |
| Coston, McIsaac & Partners | 0.04% | No change | 2,469 | $186K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 102 | $8K |
"% of holder's portfolio" is ANWPX's weight in each manager's 13F, not the share of Amer FNDS New Perspect-A the manager owns.