NEFFX institutional holders
New Economy Fund Cl F2 · 13F, 2026Q2
| Managers holding | 4 |
|---|---|
| Shares held | 20,943 |
| Reported value | $1.9m |
| Quarter flows | 0 new, 1 added, 0 trimmed, 1 exited |
Top 4 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Keystone Financial Group | 13,569 | $1.2m | 0.1% |
| GREAT LAKES ADVISORS, LLC | 6,864 | $621,550 | 0.0% |
| Transce3nd, LLC | 261 | $22,924 | 0.2% |
| KELLEHER FINANCIAL ADVISORS | 249 | $22,546 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("NEFFX"). NEFFX price history · All 13F data