Amer FNDS New Perspect-F3FNPFX
13F holders, Q4 2025 (December 31)4holders +1
1new positions
1sold out
$70.62avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Amer FNDS New Perspect-F3 (FNPFX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Mengis Capital Management, Inc. ($606K), NORTHSTAR ASSET MANAGEMENT Co ($411K) and Kohmann Bosshard Financial Services, LLC ($123K).
- Company
- Amer FNDS New Perspect-F3
- Filed as
- AMERICAN FUNDS NEW PERSP (Q4 2025)
- CUSIP
- 648018778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $123K |
| Exits | 1 | $36K |
All 13F filers, Q3 2025 → Q4 2025: 2,425 shares bought and 487 shares sold, net +1,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Mengis Capital Management, Inc. | 0.11% | Add +3.7% | 8,582 | $606K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | Add +7.0% | 5,822 | $411K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 1,737 | $123K |
| Garton & Associates Financial Advisors LLC | 0.02% | — | 545 | $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.