DOSSIER · 13F Holders · Q2 2026
NEFFX

New Economy Fund Cl F 2

6 institutions still hold New Economy Fund Cl F 2 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 643822828·6 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2M
visible holders
Holders
6
filers reporting
Concentration
59.10%
Keystone Financial Group #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported NEFFX in Q2 2026. Keystone Financial Group leads at 59.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Keystone Financial Group
CIK 0001729299
$1M14K0.07%Q2 2026
02
GREAT LAKES ADVISORS, LLC
CIK 0001078013
$622K7K0.00%Q2 2026
03
Motiv8 Investments LLC
CIK 0002024873
$128K2K0.07%Q4 2025
04
McIlrath & Eck, LLC
CIK 0001701714
$55K7990.00%Q1 2026
05
Transce3nd, LLC
CIK 0002023570
$23K2610.20%Q2 2026
06
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$23K2490.00%Q2 2026