Amer FNDS New Perspect-F3FNPFX
13F holders, Q1 2025 (March 31)5holders +2
2new positions
0sold out
$60.94avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Amer FNDS New Perspect-F3 (FNPFX) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Mengis Capital Management, Inc. ($376K), RiverFront Investment Group, LLC ($372K) and NORTHSTAR ASSET MANAGEMENT Co ($332K).
- Company
- Amer FNDS New Perspect-F3
- Filed as
- AMERICAN FUNDS NEW PERSP (Q1 2025)
- CUSIP
- 648018778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $34K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 1,652 shares bought and 79 shares sold, net +1,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Mengis Capital Management, Inc. | 0.08% | Reduce -1.3% | 6,176 | $376K |
| RiverFront Investment Group, LLC | 0.01% | Add +22.0% | 6,105 | $372K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.08% | No change | 5,443 | $332K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 487 | $30K |
| Ascentis Wealth Management, LLC | 0.00% | New | 63 | $4K |
"% 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.