Amer FNDS New Perspect-AANWPX
13F holders, Q2 2025 (June 30)10holders +1
2new positions
1sold out
$69.76avg. 13F price*
At the end of Q2 2025, 10 institutions reported holding Amer FNDS New Perspect-A (ANWPX) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($657K), Fulton Bank, N.A. ($425K) and Ironwood Investment Management LLC ($395K).
- Company
- Amer FNDS New Perspect-A
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE A (Q2 2025)
- CUSIP
- 648018109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $479K |
| Exits | 1 | $4K |
All 13F filers, Q1 2025 → Q2 2025: 6,864 shares bought and 1,666 shares sold, net +5,198 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 9,416 | $657K |
| Fulton Bank, N.A. | 0.02% | No change | 6,086 | $425K |
| Ironwood Investment Management LLC | 0.19% | No change | 5,667 | $395K |
| Private Capital Advisors, Inc. | 0.04% | No change | 5,122 | $357K |
| Ethos Financial Group, LLC | 0.03% | Reduce -26.3% | 4,504 | $314K |
| RiverFront Investment Group, LLC | 0.00% | New | 3,615 | $252K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 3,332 | $232K |
| Brooklyn Investment Group | 0.03% | New | 3,249 | $227K |
| Coston, McIsaac & Partners | 0.04% | No change | 2,315 | $161K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 95 | $7K |
"% 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.