ANWFX — American Funds New Perspective F2 Institutional Holders · Q2 2026
Who owns American Funds New Perspective F2 (ANWFX)? 8 institutions reported holding $993,092 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Nbt Bank N A ($458,368), Keystone Financial Group ($247,384), Kelleher Financial Advisors ($180,714).
| 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