Amer FNDS New Perspect-AANWPX
13F holders, Q1 2026 (March 31)9holders −1
0new positions
0sold out
$66.93avg. 13F price*
At the end of Q1 2026, 9 institutions reported holding Amer FNDS New Perspect-A (ANWPX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($630K), Ethos Financial Group, LLC ($468K) and Ironwood Investment Management LLC ($404K).
- Company
- Amer FNDS New Perspect-A
- Filed as
- AMERICAN FUNDS NEW PERSPECTIVE A (Q1 2026)
- CUSIP
- 648018109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 110 shares sold, net −110 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 | $630K |
| Ethos Financial Group, LLC | 0.03% | Reduce -1.5% | 6,997 | $468K |
| Ironwood Investment Management LLC | 0.17% | No change | 6,044 | $404K |
| Private Capital Advisors, Inc. | 0.04% | Reduce -0.0% | 5,028 | $336K |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 3,553 | $238K |
| Fulton Bank, N.A. | 0.01% | No change | 3,262 | $218K |
| Westside Investment Management, Inc. | 0.03% | No change | 3,166 | $214K |
| Coston, McIsaac & Partners | 0.04% | No change | 2,469 | $165K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 102 | $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.