13FBOX
AMERICAN FUNDS NEW ECONO · 13F Institutional Holdings
Options Calculator Rankings
A

AMERICAN FUNDS NEW ECONO

NEFFX
Institutions
4
Combined AUM (Q2 2026)
$1.9M
Combined Shares (Q2 2026)
20,943
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+125
1 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-799
1 · 1 Exit · ≈
⚖️ Net
-674
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.9M
Institutions
4
New Buys
0
Adds
1
Reduces
0
Exits
1
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Keystone Financial Group
0.07%0.07%#2$1.2M13,569$1.1M13,56900.00%Unchanged
GREAT LAKES ADVISORS, LLC
<0.01%<0.01%#3$621,5506,864$474,0396,86400.00%Unchanged
Transce3nd, LLC
0.2%0.16%#1$22,924261$18,02526100.00%Unchanged
KELLEHER FINANCIAL ADVISORS
<0.01%<0.01%#4$22,546249$8,598124+125+100.81%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow