AMERICAN FUNDS NEW PERSP ECTIV - FD

CUSIP: 648018778

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / FD
Total 13F shares
16,686
Share change
+1,938
Total reported value
$1,178,357
Price per share
$70.62
Number of holders
4
Value change
+$135,297
Number of buys
3
Number of sells
1

Quarterly Holders Quick Answers

What is CUSIP 648018778?
CUSIP 648018778 identifies 648018778 - AMERICAN FUNDS NEW PERSP ECTIV - FD in SEC institutional holdings data.

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Institutional Holders of AMERICAN FUNDS NEW PERSP ECTIV - FD as of Q4 2025

As of 31 Dec 2025, AMERICAN FUNDS NEW PERSP ECTIV - FD was held by 4 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 16,686 shares. The largest 4 holders included Mengis Capital Management, Inc., NORTHSTAR ASSET MANAGEMENT Co, Kohmann Bosshard Financial Services, LLC, and Garton & Associates Financial Advisors LLC. This page lists 4 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.