Amer FND Fndmntl Invst-AANCFX
13F holders, Q1 2024 (March 31)7holders
$79.52avg. 13F price*
At the end of Q1 2024, 7 institutions reported holding Amer FND Fndmntl Invst-A (ANCFX) in their 13F filings. The largest holders were Coston, McIsaac & Partners ($955K), Amarillo National Bank ($471K) and Ferguson Wellman Capital Management, Inc. ($326K).
- Company
- Amer FND Fndmntl Invst-A
- Filed as
- AMERICAN FUNDS FUNDAMENTAL INVS A (Q1 2024)
- CUSIP
- 360802102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $211K |
| Exits | 4 | $371K |
Ownership 7 holders
| Coston, McIsaac & Partners | 0.31% | Add +0.2% | 12,010 | $955K |
| Amarillo National Bank | 0.09% | Reduce -2.7% | 5,927 | $471K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +0.2% | 4,105 | $326K |
| North Star Asset Management Inc. | 0.01% | No change | 3,811 | $303K |
| Fulton Bank, N.A. | 0.01% | New | 2,651 | $211K |
| Tucker Asset Management LLC | 0.03% | Reduce -5.7% | 1,737 | $138K |
| Game Plan Financial Advisors, LLC | 0.03% | Add +0.2% | 611 | $49K |
"% 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.