5 institutions reported holding $986,902 of AMERICAN FUNDS NEW PERSP ECTIV (FNPFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Mengis Capital Management, Inc. ($520,218), NORTHSTAR ASSET MANAGEMENT Co ($389,655), McIlrath & Eck, LLC ($77,029), Kohmann Bosshard Financial Services, LLC ($0), Garton & Associates Financial Advisors LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Mengis Capital Management, Inc. | $520,218 | 7,772 | Trimmed |
| 2 | NORTHSTAR ASSET MANAGEMENT Co | $389,655 | 5,822 | Hold |
| 3 | McIlrath & Eck, LLC | $77,029 | 1,151 | New |
| 4 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 5 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31