NEWFX

AMERICAN FUNDS NEW WORLD F1

Institutional Ownership · Q4 2025

Filing: Q4 2025

AMERICAN FUNDS NEW WORLD F1 (NEWFX) is held by 9 institutional investors with combined holdings of $53M. Major holders include Arvest Bank Trust Divisio, KELLEHER FINANCIAL ADVISO, Fortune Financial Group, .

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Institutional Holders

Total Value

$53.2M

Ownership %

—

🏦 Top Institutional Holders

Arvest Bank Trust Division

539.8K shares

$50.3M

KELLEHER FINANCIAL ADVISORS

12.5K shares

$1.2M

Fortune Financial Group, Inc.

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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