Perspective (FNPFX) institutional ownership
NEW PERSPECTIVE · 13F, 2026Q2
| Managers holding | 3 |
|---|---|
| Shares held | 11,578 |
| Reported value | $875,982 |
| Quarter flows | 2 new, 0 added, 1 trimmed, 2 exited |
Top 3 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Mengis Capital Management, Inc. | 7,257 | $549,077 | 0.1% |
| Wealthspire Advisors, LLC | 3,800 | $287,508 | 0.0% |
| Vermillion Wealth Management, Inc. | 521 | $39,397 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("FNPFX"). FNPFX price history · All 13F data