Institutional Ownership
American Funds New Persp
CUSIP 648018778MFCFNPFXQ1 2026
Institutional Holders
3
13F filers
Shares Held
14.7K
Aggregate institutional
Institutional Value
$986.9K
Q1 2026
Net New Holders
-1
1 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased1
Sold out2
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mengis Capital Management, Inc. | 7.8K | $520.2K | −810 | Reduced |
| 2 | Northstar Asset Management Co | 5.8K | $389.7K | 0 | Held |
| 3 | Mcilrath & Eck, LLC | 1.2K | $77.0K | +1.2K | New |