AMERICAN FUNDS NEW PERSP ECTIV
CUSIP 648018778
American Funds New Persp Ectiv has 3 institutional holders in Filings Flow’s 13F database, together reporting 14.7K shares worth $986,902 as of Q1 2026. The largest reported holders are Mengis Capital Management, Inc., Riverfront Investment Group, LLC, and Northstar Asset Management Co.
Institutional Holders
3
Q1 2026
Reported Value
$986,902
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Mengis Capital Management, Inc.$581M AUM | 0.09% | $520,218 | 7.8K | Q1 2026 |
| NORTHSTAR ASSET MANAGEMENT Co$445M AUM | 0.09% | $389,655 | 5.8K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.02% | $38,519 | 545 | Q4 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.01% | $122,583 | 1.7K | Q4 2025OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.01% | $509,272 | 7.3K | Q2 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $35,874 | 487 | Q3 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.01% | $77,029 | 1.2K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.