Amer FND Fndmntl Invst-AANCFX
13F holders, Q2 2026 (June 30)4holders −2
0new positions
1sold out
$103.51avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Amer FND Fndmntl Invst-A (ANCFX) in their 13F filings, down 2 from Q1 2026. 0 opened new positions and 1 sold out. The largest holders were Westside Investment Management, Inc. ($1.7M), Coston, McIsaac & Partners ($1.5M) and North Star Asset Management Inc. ($942K).
- Company
- Amer FND Fndmntl Invst-A
- Filed as
- AMERICAN FUNDS FUNDAMENTAL INVS A (Q2 2026)
- CUSIP
- 360802102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $342K |
All 13F filers, Q1 2026 → Q2 2026: 350 shares bought and 3,851 shares sold, net −3,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Westside Investment Management, Inc. | 0.23% | Add +0.9% | 16,652 | $1.7M |
| Coston, McIsaac & Partners | 0.31% | Add +1.1% | 14,748 | $1.5M |
| North Star Asset Management Inc. | 0.04% | Add +0.4% | 9,096 | $942K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +1.1% | 93 | $10K |
"% of holder's portfolio" is ANCFX's weight in each manager's 13F, not the share of Amer FND Fndmntl Invst-A the manager owns.