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 | 7,257 | 549 | 0.08% | 0.09% | 1 | -515 | -6.63% | Q2 2026 | Jul 28, 2026 |
| Wealthspire Advisors, LLC | History | New | 3,800 | 287 | 0.0% | — | 2 | +3,800 | New | Q2 2026 | Aug 11, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,151 | 77 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 521 | 39 | 0.01% | — | 4 | +521 | New | Q2 2026 | Jul 15, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Closed out | 0 | 0 | — | 0.09% | — | -5,822 | -100.0% | Q2 2026 | Jul 27, 2026 |