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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NBT BANK, N.A. | History | New | 6,095 | 458 | 0.03% | — | 1 | +6,095 | New | Q2 2026 | Jul 29, 2026 |
| Keystone Financial Group | History | No change | 3,289 | 247 | 0.01% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 2,403 | 180 | 0.03% | 0.02% | 3 | +1,202 | 100.08% | Q2 2026 | Aug 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 2,506 | 166 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Oakworth Capital, Inc. | History | Added to | 713 | 53 | 0.0% | 0.0% | 5 | +335 | 88.62% | Q2 2026 | Jul 22, 2026 |
| Estabrook Capital Management | History | No change | 398 | 29 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transce3nd, LLC | History | No change | 163 | 12 | 0.11% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Coston, McIsaac & Partners | History | New | 158 | 11 | 0.0% | — | 8 | +158 | New | Q2 2026 | Aug 12, 2026 |