Amer FNDS New Perspect-F3FNPFX
13F holders, Q2 2026 (June 30)3holders
2new positions
1sold out
$75.66avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Amer FNDS New Perspect-F3 (FNPFX) in their 13F filings, unchanged from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Mengis Capital Management, Inc. ($549K), Wealthspire Advisors, LLC ($288K) and Vermillion Wealth Management, Inc. ($39K).
- Company
- Amer FNDS New Perspect-F3
- Filed as
- AMERICAN FDS NEW PERSPECTIVE F-3 (Q2 2026)
- CUSIP
- 648018778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $327K |
| Exits | 1 | $390K |
All 13F filers, Q1 2026 → Q2 2026: 4,321 shares bought and 6,337 shares sold, net −2,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Mengis Capital Management, Inc. | 0.08% | Reduce -6.6% | 7,257 | $549K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,800 | $288K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 521 | $39K |
"% of holder's portfolio" is FNPFX's weight in each manager's 13F, not the share of Amer FNDS New Perspect-F3 the manager owns.