Amer FNDS New Perspect-F3FNPFX
13F holders, Q1 2026 (March 31)3holders −1
1new positions
2sold out
$66.93avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Amer FNDS New Perspect-F3 (FNPFX) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were Mengis Capital Management, Inc. ($520K), NORTHSTAR ASSET MANAGEMENT Co ($390K) and McIlrath & Eck, LLC ($77K).
- Company
- Amer FNDS New Perspect-F3
- Filed as
- AMERICAN FUNDS NEW PERSP ECTIV (Q1 2026)
- CUSIP
- 648018778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $77K |
| Exits | 2 | $161K |
All 13F filers, Q4 2025 → Q1 2026: 1,151 shares bought and 3,092 shares sold, net −1,941 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Mengis Capital Management, Inc. | 0.09% | Reduce -9.4% | 7,772 | $520K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 5,822 | $390K |
| McIlrath & Eck, LLC | 0.01% | New | 1,151 | $77K |
"% 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.