NEW PERSPECTIVE FUND - ANWFX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Motiv8 Investments LLC | History | New | 2,198 | 154 | 0.08% | — | 1 | +2,198 | New | Q4 2025 | Feb 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 1,201 | 84 | 0.02% | 0.02% | 2 | +77 | 6.85% | Q4 2025 | Jan 20, 2026 |
| Estabrook Capital Management | History | Added to | 398 | 27 | 0.0% | 0.0% | 3 | +26 | 6.99% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | Added to | 378 | 26 | 0.0% | 0.0% | 4 | +24 | 6.78% | Q4 2025 | Jan 30, 2026 |
| Transce3nd, LLC | History | Reduced | 163 | 11 | 0.09% | 0.04% | 6 | -277 | -62.95% | Q4 2025 | Feb 06, 2026 |
| Coston, McIsaac & Partners | History | Added to | 158 | 11 | 0.0% | 0.0% | 5 | +10 | 6.76% | Q4 2025 | Feb 03, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 24 | 1 | 0.0% | — | 7 | +24 | New | Q4 2025 | Feb 18, 2026 |