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Amer Fnds New Economy-F2 (NEFFX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Great Lakes Advisors, LLC
UNCHANGED
Shares6,864 from 6,864
Change0 (0%)
Value$593.3K (-$28.2K)
Filed 2026-11-06
Transce3nd, LLC
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$22.3K (-$619)
Filed 2026-10-26
Kelleher Financial Advisors
CLOSED
Shares0 from 249
Change-249 (-100%)
Value$0 (-$22.5K)
Filed 2026-10-30
Keystone Financial Group
N/A
Shares— from 13,569
Change-13,569 (-100%)
Value—
Status
Great Lakes Advisors, LLC
UNCHANGED6,8646,86400%$621.6K$593.3K-$28.2K2026-11-06
Transce3nd, LLC
UNCHANGED26126100%$22.9K$22.3K-$6192026-10-26
Kelleher Financial Advisors
CLOSED0249-249-100%$22.5K$0-$22.5K2026-10-30
Keystone Financial Group
N/A—13,569-13,569-100%$1.2M———
Showing 4 of 4 institutions