8 institutions reported holding $545,681 of NEW PERSPECTIVE FD INC SHS CL (ANWFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Keystone Financial Group ($236,463), McIlrath & Eck, LLC ($166,748), KELLEHER FINANCIAL ADVISORS ($79,953), Estabrook Capital Management ($26,487), OAKWORTH CAPITAL, INC. ($25,150). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Keystone Financial Group | $236,463 | 3,289 | New |
| 2 | McIlrath & Eck, LLC | $166,748 | 2,506 | New |
| 3 | KELLEHER FINANCIAL ADVISORS | $79,953 | 1,201 | Hold |
| 4 | Estabrook Capital Management | $26,487 | 398 | Hold |
| 5 | OAKWORTH CAPITAL, INC. | $25,150 | 378 | Hold |
| 6 | Transce3nd, LLC | $10,880 | 163 | Hold |
| 7 | Coston, McIsaac & Partners | $0 | 0 | Exited |
| 8 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31