NEW PERSPECTIVE FUND - ANWFX

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$696K
QoQ value delta ($000)
+$382K (+121.66%)
Implied price effect (QoQ)
-1.13%
Shares
Total shares
10,133
QoQ shares delta
+5,613 (+124.18%)
Total shares held by funds (by quarter)

Market chart (ANWFX)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 6 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Keystone Financial Group 236 3,289 0.02%
McIlrath & Eck, LLC 166 2,506 0.01%
Motiv8 Investments LLC 154 2,198 0.08%
KELLEHER FINANCIAL ADVISORS 79 1,201 0.02%
Estabrook Capital Management 26 398 0.0%
Oakworth Capital, Inc. 25 378 0.0%
Transce3nd, LLC 10 163 0.09%