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American Funds New equity shares owned by Transce3nd

Quarter-by-quarter ownership of American Funds New equity (ANWFX) shares owned by Transce3nd from 13F filings

Historical chart of Transce3nd investment in American Funds New equity

Tip: Access up to 7 years of quarterly data

All positions including American Funds New equity held by Transce3nd consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Funds New equity by Transce3nd

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1k 440 11.58
2025-06-30 $31k 442 70.43
2025-03-31 $25k 442 57.36
2024-12-31 $35k 545 64.75

More positions owned by Transce3nd

Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Weitz Core Plus Income Fund Inst'l Class M (WCPBX)
Cibus C (CBUS)
Vanguard Federal Money Mkt Fund Investor Class MM (VMFXX)
Fullerthaler Behavioral Small-mid Core Equity Fd Inst'l Class M (FTSIX)
Vanguard Total Stock Market Vipers Etf (VTI)
St Spdr S&p Wld Xus Etf (SPDW)
Regan Capital Total Return Income Fund Institutional Class M (RCIRX)
Aqr Long-short Equity Fund Class I M (QLEIX)
River Canyon Total Return Bond Fund Inst'l Class M (RCTIX)
Oakmark Oakmark Fund Inst'l Class M (OANMX)
Blackrock Systematic Multi Strategy Fund Inst'l Class M (BIMBX)
Eaton Vance Global Macro Abs Ret Adv Fund Class I M (EGRIX)
J P Morgan Exchange-traded Etf (JEPI)

View all positions for Transce3nd

Top funds holding American Funds New equity

Wall Street Access Asset Management
Transce3nd
Estabrook Capital Management
Oakworth Capital
Financial Gravity Companies
Coston, McIsaac & Partners

View all funds holding American Funds New equity