13FBOX
AMERICAN FUNDS NEW PERSPECTIVE F3 · 13F Institutional Holdings
Options Calculator Rankings
A

AMERICAN FUNDS NEW PERSPECTIVE F3

FNPFX
Institutions
3
Combined AUM (Q2 2026)
$875,982
Combined Shares (Q2 2026)
11,578
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4,321
2 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-7,488
3 · 2 Exit · ≈
⚖️ Net
-3,167
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$875,982
Institutions
3
New Buys
2
Adds
0
Reduces
1
Exits
2
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Mengis Capital Management, Inc.
0.08%0.14%#1$549,0777,257$520,2187,772-515-6.63%Reduce
Wealthspire Advisors, LLC
<0.01%#3$287,5083,800$00+3,800New Buy
Vermillion Wealth Management, Inc.
0.01%#2$39,397521$00+521New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow