DOSSIER · 13F Holders · Q2 2026
ANWFX

NEW PERSPECTIVE FD INC SHS CL

9 institutions still hold NEW PERSPECTIVE FD INC SHS CL as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 648018828·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
9
filers reporting
Concentration
34.89%
NBT BANK N A /NY #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported ANWFX in Q2 2026. NBT BANK N A /NY leads at 34.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NBT BANK N A /NY
CIK 0000898413
$458K6K0.03%Q2 2026
02
Keystone Financial Group
CIK 0001729299
$247K3K0.01%Q2 2026
03
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$181K2K0.03%Q2 2026
04
McIlrath & Eck, LLC
CIK 0001701714
$167K3K0.01%Q1 2026
05
Motiv8 Investments LLC
CIK 0002024873
$154K2K0.08%Q4 2025
06
Oakworth Capital, Inc.
CIK 0001588871
$53K7130.00%Q2 2026
07
Estabrook Capital Management
CIK 0001344717
$30K3980.00%Q2 2026
08
Transce3nd, LLC
CIK 0002023570
$12K1630.11%Q2 2026
09
Coston, McIsaac & Partners
CIK 0001945037
$11K1580.00%Q4 2025