Amer FNDS New Perspect-AANWPX
13F holders, Q4 2025 (December 31)10holders
1new positions
1sold out
$70.65avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding Amer FNDS New Perspect-A (ANWPX) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($665K), Ethos Financial Group, LLC ($502K) and Ironwood Investment Management LLC ($427K).
- Company
- Amer FNDS New Perspect-A
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE A (Q4 2025)
- CUSIP
- 648018109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 1 | $10K |
All 13F filers, Q3 2025 → Q4 2025: 1,304 shares bought and 6,994 shares sold, net −5,690 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 | $665K |
| Ethos Financial Group, LLC | 0.04% | Reduce -38.3% | 7,106 | $502K |
| Ironwood Investment Management LLC | 0.18% | Add +6.7% | 6,044 | $427K |
| Private Capital Advisors, Inc. | 0.04% | Add +6.7% | 5,029 | $355K |
| Neville Rodie & Shaw Inc. | 0.02% | Add +6.6% | 3,553 | $251K |
| Fulton Bank, N.A. | 0.01% | Reduce -42.8% | 3,262 | $230K |
| Westside Investment Management, Inc. | 0.04% | Add +5.6% | 3,166 | $225K |
| Coston, McIsaac & Partners | 0.04% | Add +6.7% | 2,469 | $174K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +7.4% | 102 | $7K |
| Motiv8 Investments LLC | 0.00% | New | 64 | $5K |
"% 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.