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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Keystone Financial Group | History | New | 3,289 | 236 | 0.02% | — | 1 | +3,289 | New | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | New | 2,506 | 166 | 0.01% | — | 2 | +2,506 | New | Q1 2026 | May 19, 2026 |
| Motiv8 Investments LLC | History | No change | 2,198 | 154 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 1,201 | 79 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Estabrook Capital Management | History | No change | 398 | 26 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 378 | 25 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Transce3nd, LLC | History | No change | 163 | 10 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 11, 2026 |