Amer FNDS New Perspect-AANWPX
13F holders, Q3 2025 (September 30)10holders
2new positions
2sold out
$73.56avg. 13F price*
At the end of Q3 2025, 10 institutions reported holding Amer FNDS New Perspect-A (ANWPX) in their 13F filings, unchanged from Q2 2025. 2 opened new positions and 2 sold out. The largest holders were Ethos Financial Group, LLC ($847K), Moody LYNN Lieberson & Walker, LLC ($692K) and Fulton Bank, N.A. ($419K).
- Company
- Amer FNDS New Perspect-A
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE A (Q3 2025)
- CUSIP
- 648018109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $232K |
| Exits | 2 | $479K |
All 13F filers, Q2 2025 → Q3 2025: 10,156 shares bought and 7,656 shares sold, net +2,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Ethos Financial Group, LLC | 0.07% | Add +155.8% | 11,523 | $847K |
| Moody LYNN Lieberson & Walker, LLC | 0.04% | No change | 9,416 | $692K |
| Fulton Bank, N.A. | 0.01% | Reduce -6.3% | 5,701 | $419K |
| Ironwood Investment Management LLC | 0.18% | No change | 5,667 | $417K |
| Private Capital Advisors, Inc. | 0.04% | Reduce -8.0% | 4,715 | $347K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 3,332 | $245K |
| Westside Investment Management, Inc. | 0.04% | New | 2,999 | $222K |
| Coston, McIsaac & Partners | 0.04% | No change | 2,315 | $170K |
| Luminist Capital LLC | 0.01% | New | 138 | $10K |
| 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.