Amer FNDS New Perspect-F3FNPFX

13F holders, Q3 2025 (September 30)
3holders
1new positions
1sold out
$73.69avg. 13F price*

At the end of Q3 2025, 3 institutions reported holding Amer FNDS New Perspect-F3 (FNPFX) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Mengis Capital Management, Inc. ($610K), NORTHSTAR ASSET MANAGEMENT Co ($401K) and Vermillion Wealth Management, Inc. ($36K).

Company
Amer FNDS New Perspect-F3
Filed as
AMERICAN FUNDS NEW PERSP ECTIV (Q3 2025)
CUSIP
648018778
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 4Q1 2024Q2 2024: 5Q2 2024Q3 2024: 4Q3 2024Q4 2024: 3Q4 2024Q1 2025: 5Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$36K
Exits1$509K

All 13F filers, Q2 2025 → Q3 2025: 2,584 shares bought and 7,288 shares sold, net −4,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Mengis Capital Management, Inc. 0.12% Add +34.0% 8,273 $610K
NORTHSTAR ASSET MANAGEMENT Co 0.09% No change 5,443 $401K
Vermillion Wealth Management, Inc. 0.01% New 487 $36K

"% 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.