Vault-13

AMERICAN FUNDS NEW PERSPECTIVE F2 ANWFX

NTF EQUITY FUNDS · Open-End Fund · CUSIP 648018828

7 institutional holders +1 vs Q1 2026
13,21913.2k shares reported held*
$993.1kreported value*
2 new 2 added 0 reduced 0 sold out net bought ≈ $585.8k (+7.8k 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 ≈ $75.13.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0258Q3 22: 2Q4 22: 3Q1 23: 1Q2 23: 2Q3 23: 3Q4 23: 2Q1 24: 2Q2 24: 3Q3 24: 3Q4 24: 5Q1 25: 5Q2 25: 4Q3 25: 5Q4 25: 7Q1 26: 6Q2 26: 77Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20222
Q4 20223
Q1 20231
Q2 20232
Q3 20233
Q4 20232
Q1 20242
Q2 20243
Q3 20243
Q4 20245
Q1 20255
Q2 20254
Q3 20255
Q4 20257
Q1 20266
Q2 20267

Buyers vs sellers

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

Bought or addedCut or sold out
505Q3 24: 1 bought or addedQ3 24: 1 cut or sold outQ4 24: 4 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 2 cut or sold outQ2 25: 0 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 1 cut or sold outQ4 25: 5 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 2 cut or sold outQ2 26: 4 bought or addedQ2 26: 0 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202411
Q4 202440
Q1 202512
Q2 202501
Q3 202521
Q4 202551
Q1 202622
Q2 202640

Biggest buyers

NBT BANK, N.A. New +6,095+6.1k
KELLEHER FINANCIAL ADVISORS Added +1,202+1.2k
OAKWORTH CAPITAL, INC. Added +335+335
Coston, McIsaac & Partners New +158+158

Biggest sellers

None

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NBT BANK, N.A. 0.03% of their portfolio NORWICH, NY 6,0956.1k $458.4k $458.4k 0.03% New
2 Keystone Financial Group 0.01% of their portfolio LEXINGTON, KY 3,2893.3k $247.4k $247.4k 0.01% Unchanged
3 KELLEHER FINANCIAL ADVISORS 0.03% of their portfolio NEW YORK, NY 2,4032.4k $180.7k $180.7k 0.03% Added +1.2k +1,202
4 OAKWORTH CAPITAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 713713 $53.4k $53.4k 0.00% Added +335 +335
5 Estabrook Capital Management 0.00% of their portfolio NEW YORK, NY 398398 $29.9k $29.9k 0.00% Unchanged
6 Transce3nd, LLC 0.11% of their portfolio BUDA, TX 163163 $12.3k $12.3k 0.11% Unchanged
7 Coston, McIsaac & Partners 0.00% of their portfolio BAR HARBOR, ME 158158 $11.0k $11.0k 0.00% New