Amer FNDS New Perspect-F3FNPFX
13F holders, Q2 2025 (June 30)3holders −2
0new positions
2sold out
$69.88avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding Amer FNDS New Perspect-F3 (FNPFX) in their 13F filings, down 2 from Q1 2025. 0 opened new positions and 2 sold out. The largest holders were RiverFront Investment Group, LLC ($509K), Mengis Capital Management, Inc. ($432K) and NORTHSTAR ASSET MANAGEMENT Co ($380K).
- Company
- Amer FNDS New Perspect-F3
- Filed as
- AMERICAN FUNDS NEW PERSP ECTIV (Q2 2025)
- CUSIP
- 648018778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $34K |
All 13F filers, Q1 2025 → Q2 2025: 1,183 shares bought and 550 shares sold, net +633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| RiverFront Investment Group, LLC | 0.01% | Add +19.4% | 7,288 | $509K |
| Mengis Capital Management, Inc. | 0.09% | No change | 6,176 | $432K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 5,443 | $380K |
"% 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.