Institutional Ownership
American Funds New Perspective Fund Class F-2
CUSIP 648018828MANWFXQ1 2026
Institutional Holders
6
13F filers
Shares Held
7.9K
Aggregate institutional
Institutional Value
$545.7K
Q1 2026
Net New Holders
+0
2 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased0
Decreased0
Sold out2
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Keystone Financial Group | 3.3K | $236.5K | +3.3K | New |
| 2 | Mcilrath & Eck, LLC | 2.5K | $166.7K | +2.5K | New |
| 3 | Kelleher Financial Advisors | 1.2K | $80.0K | 0 | Held |
| 4 | Estabrook Capital Management | 398 | $26.5K | 0 | Held |
| 5 | Oakworth Capital, Inc. | 378 | $25.1K | 0 | Held |
| 6 | Transce3nd, LLC | 163 | $10.9K | 0 | Held |