DOSSIER · 13F Holders · Q2 2026
FNWFX

NEW WORLD FD INC NEW

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

CUSIP 649280773·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
3
filers reporting
Concentration
50.68%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported FNWFX in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 50.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$600K6K0.09%Q2 2026
02
FIRST MERCHANTS CORP
CIK 0000712534
$573K5K0.02%Q2 2026
03
McIlrath & Eck, LLC
CIK 0001701714
$11K1160.00%Q1 2026