NEFFX — New Economy Fund Cl F2 Institutional Holders · Q2 2026
Who owns New Economy Fund Cl F2 (NEFFX)? 5 institutions reported holding $1.90M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Keystone Financial Group ($1.2M), Great Lakes Advisors, LLC ($621,550), Transce3nd, LLC ($22,924).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Keystone Financial Group | $1.2M | 13,569 | Hold |
| 2 | GREAT LAKES ADVISORS, LLC | $621,550 | 6,864 | Hold |
| 3 | Transce3nd, LLC | $22,924 | 261 | Hold |
| 4 | KELLEHER FINANCIAL ADVISORS | $22,546 | 249 | Added |
| 5 | Financial Gravity Companies, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30