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 | Added to | 8,582 | 606 | 0.11% | 0.12% | 1 | +309 | 3.74% | Q4 2025 | Mar 05, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 5,822 | 411 | 0.09% | 0.09% | 2 | +379 | 6.96% | Q4 2025 | Jan 27, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,737 | 122 | 0.01% | — | 3 | +1,737 | New | Q4 2025 | Jan 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 545 | 38 | 0.02% | — | 4 | +545 | New | Q4 2025 | Feb 18, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -487 | -100.0% | Q3 2025 | Oct 23, 2025 |