NBT BANK, N.A. ANWFX β€” AMERICAN FUNDS NEW PERSPECTIVE F2

Ownership history in NBT BANK, N.A.  Β·  1 quarter on record

AI Ownership Summary

NBT BANK, N.A. reported AMERICAN FUNDS NEW PERSPECTIVE F2 (ANWFX) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q2. The latest visible filing shows ANWFX at 0.03% 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.

What this ANWFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NBT BANK, N.A.'s position in AMERICAN FUNDS NEW PERSPECTIVE F2, 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
2026 Q2

ANWFX was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 NBT BANK, N.A. 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 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 6,095 β€” β€” 0.03% $458K 2026-07-29 $71.57

🏒 Other funds also holding ANWFX

As of 2026 Q2 β€” sorted by position size

Transce3nd, LLC 0.11% Keystone Financial Group 3Y 7Y 0.01% Oakworth Capital, Inc. 3Y 7Y 0.0%

FAQ About NBT BANK, N.A. and ANWFX

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

How long has NBT BANK, N.A. reported owning ANWFX?

NBT BANK, N.A. reported ANWFX across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported ANWFX position in NBT BANK, N.A.'s portfolio?

The largest reported portfolio weight for ANWFX was 0.03% in 2026 Q2.

What is the latest reported ANWFX position on this page?

The most recent filing on this page is 2026 Q2, when NBT BANK, N.A. reported 6,095 shares, equal to 0.03% of portfolio, with an estimated market value of $458K.

What does the chart on this ANWFX ownership page compare?

The chart compares NBT BANK, N.A.'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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