NEW PERSPECTIVE FUND - ANWFX

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$1.156M
QoQ value delta ($000)
+$614K (+113.28%)
Implied price effect (QoQ)
+7.63%
Shares
Total shares
15,725
QoQ shares delta
+7,790 (+98.17%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (ANWFX)

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 7 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
NBT BANK, N.A. 458 6,095 0.03%
Keystone Financial Group 247 3,289 0.01%
KELLEHER FINANCIAL ADVISORS 180 2,403 0.03%
McIlrath & Eck, LLC 166 2,506 0.01%
Oakworth Capital, Inc. 53 713 0.0%
Estabrook Capital Management 29 398 0.0%
Transce3nd, LLC 12 163 0.11%
Coston, McIsaac & Partners 11 158 0.0%