Vault-13

AMERICAN FUNDS NEW ECONOMY F2 NEFFX

NTF EQUITY FUNDS · Open-End Fund · CUSIP 643822828

4 institutional holders -1 vs Q1 2026
20,94320.9k shares reported held*
$1.9mreported value*
0 new 1 added 0 reduced 0 sold out net bought ≈ $11.3k (+125 shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $90.52.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q4 22: 1Q1 23: 0Q2 23: 1Q3 23: 1Q4 23: 0Q1 24: 0Q2 24: 2Q3 24: 2Q4 24: 4Q1 25: 4Q2 25: 3Q3 25: 3Q4 25: 4Q1 26: 5Q2 26: 44Q4 22Q4 23Q4 24Q4 25Q2 26
Numbers
QuarterHolders
Q4 20221
Q1 20230
Q2 20231
Q3 20231
Q4 20230
Q1 20240
Q2 20242
Q3 20242
Q4 20244
Q1 20254
Q2 20253
Q3 20253
Q4 20254
Q1 20265
Q2 20264

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q3 24: 1 bought or addedQ3 24: 1 cut or sold outQ4 24: 2 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 1 cut or sold outQ2 25: 0 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 0 cut or sold outQ4 25: 3 bought or addedQ4 25: 0 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 0 cut or sold outQ2 26: 1 bought or addedQ2 26: 0 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202411
Q4 202420
Q1 202511
Q2 202501
Q3 202510
Q4 202530
Q1 202620
Q2 202610

Biggest buyers

KELLEHER FINANCIAL ADVISORS Added +125+125

Biggest sellers

None

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Keystone Financial Group 0.07% of their portfolio LEXINGTON, KY 13,56913.6k $1.2m $1.2m 0.07% Unchanged
2 GREAT LAKES ADVISORS, LLC 0.00% of their portfolio CHICAGO, IL 6,8646.9k $621.5k $621.5k 0.00% Unchanged
3 Transce3nd, LLC 0.20% of their portfolio BUDA, TX 261261 $22.9k $22.9k 0.20% Unchanged
4 KELLEHER FINANCIAL ADVISORS 0.00% of their portfolio NEW YORK, NY 249249 $22.5k $22.5k 0.00% Added +125 +125