ANWFX β€” NEW PERSPECTIVE FD INC SHS CL MUTUAL

Ownership history in Estabrook Capital Management  Β·  55 quarters on record

AI Ownership Summary

Estabrook Capital Management reported NEW PERSPECTIVE FD INC SHS CL MUTUAL (ANWFX) in 55 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows ANWFX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ANWFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Estabrook Capital Management's position in NEW PERSPECTIVE FD INC SHS CL MUTUAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ANWFX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Estabrook Capital Management held ANWFX β€” position size vs. price
% of Fund (quarterly)    ANWFX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 398 +26 +7.0% 0.00% $28K 2026-02-14 (Est.) $70.94
2025 Q3 UNCHANGED 372 β€” 0% 0.00% $27K 2025-11-10 $69.74
2025 Q2 UNCHANGED 372 β€” 0% 0.00% $26K 2025-08-13 $66.81
2025 Q1 UNCHANGED 372 β€” 0% 0.00% $23K 2025-05-14 $61.20
2024 Q4 ADDED 372 +19 +5.4% 0.00% $23K 2025-02-13 $61.56
2024 Q3 UNCHANGED 353 β€” 0% 0.00% $23K 2024-11-13 $58.26
2024 Q2 UNCHANGED 353 β€” 0% 0.00% $22K 2024-08-13 $55.03
2024 Q1 UNCHANGED 353 β€” 0% 0.00% $21K 2024-05-14 $54.14
2023 Q4 ADDED 353 +19 +5.7% 0.00% $20K 2024-02-13 $50.47
46 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ANWFX

As of 2026 Q1 β€” sorted by position size

Oakworth Capital, Inc. 3Y 7Y 0.0%

FAQ About Estabrook Capital Management and ANWFX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Estabrook Capital Management reported owning ANWFX?

Estabrook Capital Management reported ANWFX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ANWFX position in Estabrook Capital Management's portfolio?

The largest reported portfolio weight for ANWFX was 0.00% in 2025 Q4.

What is the latest reported ANWFX position on this page?

The most recent filing on this page is 2025 Q4, when Estabrook Capital Management reported 398 shares, equal to 0.00% of portfolio, with an estimated market value of $28K.

What does the chart on this ANWFX ownership page compare?

The chart compares Estabrook Capital Management's quarterly ANWFX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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