8 institutions reported holding $993,092 of NEW PERSPECTIVE FD INC SHS CL (ANWFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: NBT BANK N A /NY ($458,368), Keystone Financial Group ($247,384), KELLEHER FINANCIAL ADVISORS ($180,714), OAKWORTH CAPITAL, INC. ($53,423), Estabrook Capital Management ($29,934). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NBT BANK N A /NY | $458,368 | 6,095 | New |
| 2 | Keystone Financial Group | $247,384 | 3,289 | Hold |
| 3 | KELLEHER FINANCIAL ADVISORS | $180,714 | 2,403 | Added |
| 4 | OAKWORTH CAPITAL, INC. | $53,423 | 713 | Added |
| 5 | Estabrook Capital Management | $29,934 | 398 | Hold |
| 6 | Transce3nd, LLC | $12,269 | 163 | Hold |
| 7 | Coston, McIsaac & Partners | $11,000 | 158 | New |
| 8 | Financial Gravity Companies, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30