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Amer Fnds New Perspect-F2 (ANWFX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
NBT Bank, N.A.
DECREASED
Shares1,862 from 6,095
Change-4,233 (-69%)
Value$140.3K (-$318.0K)
Filed 2026-10-21
Oakworth Capital, Inc.
UNCHANGED
Shares713 from 713
Change0 (0%)
Value$53.5K (+$71)
Filed 2026-10-26
Coston, McIsaac & Partners
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$11.9K (+$11.9K)
Filed 2026-11-06
Transce3nd, LLC
DECREASED
Shares156 from 163
Change-7 (-4%)
Value$11.7K (-$593)
Filed 2026-10-26
Kelleher Financial Advisors
CLOSED
Shares0 from 2,403
Change-2,403 (-100%)
Value$0 (-$180.7K)
Filed 2026-10-30
Keystone Financial Group
N/A
Shares— from 3,289
Change-3,289 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 398
Change-398 (-100%)
Value—
Status
NBT Bank, N.A.
DECREASED1,8626,095-4,233-69%$458.4K$140.3K-$318.0K2026-10-21
Oakworth Capital, Inc.
UNCHANGED71371300%$53.4K$53.5K+$712026-10-26
Coston, McIsaac & Partners
UNCHANGED15815800%$11$11.9K+$11.9K2026-11-06
Transce3nd, LLC
DECREASED156163-7-4%$12.3K$11.7K-$5932026-10-26
Kelleher Financial Advisors
CLOSED02,403-2,403-100%$180.7K$0-$180.7K2026-10-30
Keystone Financial Group
N/A—3,289-3,289-100%$247.4K———
Estabrook Capital Management
N/A—398-398-100%$29.9K———
Showing 7 of 7 institutions