Amer FND Fndmntl Invst-CAFICX

13F holders, Q2 2025 (June 30)
1holders
0new positions
0sold out
$87.78avg. 13F price*

At the end of Q2 2025, 1 institutions reported holding Amer FND Fndmntl Invst-C (AFICX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holder was Staley Capital Advisers Inc. ($1.3M).

Company
Amer FND Fndmntl Invst-C
Filed as
FUNDAMENTAL INVS CL F2 SHS (Q2 2025)
CUSIP
360802300
Latest filing quarter
Q2 2025

History

Number of 13F holders

01 Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 5,873 shares bought, net +5,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Staley Capital Advisers Inc. 0.05% Add +67.4% 14,587 $1.3M

"% of holder's portfolio" is AFICX's weight in each manager's 13F, not the share of Amer FND Fndmntl Invst-C the manager owns.