ANWFX institutional holders
NEW PERSPECTIVE FD INC SHS CL · 13F, 2026Q2
| Managers holding | 7 |
|---|---|
| Shares held | 13,219 |
| Reported value | $993,092 |
| Quarter flows | 2 new, 2 added, 0 trimmed, 1 exited |
Top 7 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| NBT BANK, N.A. | 6,095 | $458,368 | 0.0% |
| Keystone Financial Group | 3,289 | $247,384 | 0.0% |
| KELLEHER FINANCIAL ADVISORS | 2,403 | $180,714 | 0.0% |
| OAKWORTH CAPITAL, INC. | 713 | $53,423 | 0.0% |
| Estabrook Capital Management | 398 | $29,934 | 0.0% |
| Transce3nd, LLC | 163 | $12,269 | 0.1% |
| Coston, McIsaac & Partners | 158 | $11,000 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("ANWFX"). ANWFX price history · All 13F data