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Amer Fnds New Perspect (ANWPX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares9,416 from 9,416
Change0 (0%)
Value$709.7K (-$1.6K)
Filed 2026-10-14
Private Capital Advisors, Inc.
UNCHANGED
Shares5,028 from 5,028
Change0 (0%)
Value$379.0K (-$855)
Filed 2026-10-06
Neville Rodie & Shaw Inc
DECREASED
Shares3,357 from 3,553
Change-196 (-6%)
Value$253 (-$15)
Filed 2026-10-05
Fulton Bank, N.A.
UNCHANGED
Shares3,262 from 3,262
Change0 (0%)
Value$245.9K (-$555)
Filed 2026-10-14
Westside Investment Management, Inc.
UNCHANGED
Shares3,166 from 3,166
Change0 (0%)
Value$239.4K (+$222)
Filed 2026-11-02
Coston, McIsaac & Partners
UNCHANGED
Shares2,469 from 2,469
Change0 (0%)
Value$186.1K (+$99)
Filed 2026-11-06
Ethos Financial Group, LLC
N/A
Shares— from 6,957
Change-6,957 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 6,044
Change-6,044 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Status
Moody Lynn Lieberson & Walker, LLC
UNCHANGED9,4169,41600%$711.3K$709.7K-$1.6K2026-10-14
Private Capital Advisors, Inc.
UNCHANGED5,0285,02800%$379.8K$379.0K-$8552026-10-06
Neville Rodie & Shaw Inc
DECREASED3,3573,553-196-6%$268$253-$152026-10-05
Fulton Bank, N.A.
UNCHANGED3,2623,26200%$246.5K$245.9K-$5552026-10-14
Westside Investment Management, Inc.
UNCHANGED3,1663,16600%$239.2K$239.4K+$2222026-11-02
Coston, McIsaac & Partners
UNCHANGED2,4692,46900%$186.0K$186.1K+$992026-11-06
Ethos Financial Group, LLC
N/A—6,957-6,957-100%$500.0K———
Ironwood Investment Management LLC
N/A—6,044-6,044-100%$456.6K———
Game Plan Financial Advisors, LLC
N/A—102-102-100%$7.7K———
Showing 9 of 9 institutions