Vault-13

AMERICAN FUNDS NEW PERSPECTIVE F3 FNPFX

EQUITY FUNDS · Open-End Fund · CUSIP 648018778

3 institutional holders +0 vs Q1 2026
11,57811.6k shares reported held*
$876.0kreported value*
2 new 0 added 1 reduced 1 sold out net sold ≈ $152.5k (-2.0k 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 ≈ $75.66.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 3Q4 22: 2Q1 23: 3Q2 23: 3Q3 23: 6Q4 23: 6Q1 24: 4Q2 24: 5Q3 24: 4Q4 24: 3Q1 25: 5Q2 25: 3Q3 25: 3Q4 25: 4Q1 26: 3Q2 26: 33Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20223
Q4 20222
Q1 20233
Q2 20233
Q3 20236
Q4 20236
Q1 20244
Q2 20245
Q3 20244
Q4 20243
Q1 20255
Q2 20253
Q3 20253
Q4 20254
Q1 20263
Q2 20263

Buyers vs sellers

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

Bought or addedCut or sold out
404Q3 24: 3 bought or addedQ3 24: 3 cut or sold outQ4 24: 3 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 1 cut or sold outQ2 25: 1 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 1 cut or sold outQ4 25: 3 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 3 cut or sold outQ2 26: 2 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202433
Q4 202431
Q1 202531
Q2 202512
Q3 202521
Q4 202531
Q1 202613
Q2 202622

Biggest buyers

Wealthspire Advisors, LLC New +3,800+3.8k
Vermillion Wealth Management, Inc. New +521+521

Biggest sellers

NORTHSTAR ASSET MANAGEMENT Co Sold out -5,822-5.8k
Mengis Capital Management, Inc. Reduced -515-515

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mengis Capital Management, Inc. 0.08% of their portfolio PORTLAND, OR 7,2577.3k $549.1k $549.1k 0.08% Reduced -515 -515
2 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 3,8003.8k $287.5k $287.5k 0.00% New
3 Vermillion Wealth Management, Inc. 0.01% of their portfolio ROSEMOUNT, MN 521521 $39.4k $39.4k 0.01% New