AMERICAN FUNDS NEW PERSP ECTIV - FD

Historical Holders from Q2 2017 to Q3 2025

Type / Class
Equity / FD
Price per share
$73.69
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
14,203
Total reported value
$1,046,608
% of total 13F portfolios
0%
Share change
-4,704
Value change
-$318,868
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
As of 30 Sep 2025, AMERICAN FUNDS NEW PERSP ECTIV - FD has 3 institutional shareholders filing 13F forms. They hold 14,203 shares. .

Institutional Holders of AMERICAN FUNDS NEW PERSP ECTIV - FD across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q3 14,203 $1,046,608 -$318,868 7,368.91% 3
2025 Q2 18,907 $1,321,211 +$49,107 6,987.91% 3
2025 Q1 18,274 $1,113,662 +$95,901 6,093.97% 5
2024 Q4 16,701 $1,037,119 +$191,002 6,209.92% 3
2024 Q3 13,617 $899,400 -$894,816 6,604.99% 4
2024 Q2 28,139 $1,757,843 +$126,898 6,241.12% 5
2024 Q1 23,505 $1,425,404 +$58,395 6,064.42% 4
2023 Q4 25,529 $1,427,172 -$10,593,820 5,590.41% 6
2023 Q3 259,727 $14,194,530 +$1,442,813 5,304.5% 6
2023 Q2 46,426 $2,575,515 +$27,726 5,547.22% 3
2023 Q1 46,195 $2,410,161 +$237,370 5,218.06% 3
2022 Q4 41,646 $1,969,848 -$135,852 4,729.75% 2
2022 Q3 44,712 $2,037,000 +$58,334 4,556.7% 3
2022 Q2 43,430 $2,105,000 +$7,207 4,847.38% 3
2022 Q1 48,262 $2,886,000 +$31,188 5,979.9% 4
2021 Q4 47,741 $3,170,000 +$630,707 6,638.93% 4
2021 Q3 38,248 $2,560,000 +$16,870 6,693.08% 2
2021 Q2 37,996 $2,545,000 -$4,444,342 6,697.52% 2
2021 Q1 109,803 $6,791,000 +$87,624 6,185.15% 3
2020 Q4 108,386 $6,555,000 +$225,887 6,047.49% 3
2020 Q3 104,651 $5,641,000 -$19,902 5,391.05% 3
2020 Q2 105,020 $5,025,000 +$39,508 4,784.16% 3
2020 Q1 104,195 $4,025,000 +$153,933 3,863.37% 3
2019 Q4 100,210 $4,731,000 -$740,568 4,721.2% 3
2019 Q3 116,990 $5,216,000 -$208,149 4,458.45% 4
2019 Q2 121,734 $5,448,003 +$19,467 4,477.82% 6
2019 Q1 121,223 $5,201,000 +$2,608,965 4,290.79% 5
2018 Q4 60,437 $2,276,000 +$680,367 3,765.74% 5
2018 Q3 42,380 $1,988,000 +$588,075 4,690.96% 2
2018 Q2 29,843 $1,347,000 -$993 4,513.6% 2
2018 Q1 29,865 $1,317,000 $0 4,409.84% 2
2017 Q4 29,865 $1,288,000 -$855,096 4,312.76% 2
2017 Q3 49,689 $2,168,000 +$1,684,138 4,362.94% 2
2017 Q2 11,089 $459,000 +$459,000 4,139.24% 1