NEW PERSPECTIVE FUND - FNPFX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mengis Capital Management, Inc. | History | Reduced | 7,772 | 520 | 0.09% | 0.11% | 1 | -810 | -9.44% | Q1 2026 | May 12, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 5,822 | 389 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McIlrath & Eck, LLC | History | New | 1,151 | 77 | 0.01% | — | 3 | +1,151 | New | Q1 2026 | May 19, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,737 | -100.0% | Q1 2026 | May 01, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -545 | -100.0% | Q1 2026 | May 11, 2026 |