AMERICAN FUNDS NEW PERSPECTIVE F2 13F Institutional Holdings

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+7,790

4 institutions added · 2 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-2,506

1 institutions reduced · 1 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+5,284

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
NBT BANK, N.A.	0.03%	—	#2	$458,368	6,095	$0	0	+6,095	New Buy
Keystone Financial Group	0.01%	0.02%	#4	$247,384	3,289	$236,463	3,289	00.00%	Unchanged
KELLEHER FINANCIAL ADVISORS	0.03%	0.02%	#3	$180,714	2,403	$79,953	1,201	+1,202+100.08%	Add
Oakworth Capital, Inc.	<0.01%	<0.01%	#6	$53,423	713	$25,150	378	+335+88.62%	Add
Estabrook Capital Management	<0.01%	<0.01%	#5	$29,934	398	$26,487	398	00.00%	Unchanged
Transce3nd, LLC	0.11%	0.1%	#1	$12,269	163	$10,880	163	00.00%	Unchanged
Coston, McIsaac & Partners	<0.01%	—	#7	$11,883	158	$0	0	+158	New Buy

AMERICAN FUNDS NEW PERSPECTIVE F2

🧭 Institutional Sector Flow Heatmap