Amer FND Fndmntl Invst-AANCFX
13F holders, Q2 2024 (June 30)8holders +1
2new positions
1sold out
$81.15avg. 13F price*
At the end of Q2 2024, 8 institutions reported holding Amer FND Fndmntl Invst-A (ANCFX) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($981K), Amarillo National Bank ($512K) and Ferguson Wellman Capital Management, Inc. ($335K).
- Company
- Amer FND Fndmntl Invst-A
- Filed as
- AMERICAN FUNDS FUNDAMENTAL INVS A (Q2 2024)
- CUSIP
- 360802102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $82K |
| Exits | 1 | $211K |
All 13F filers, Q1 2024 → Q2 2024: 1,513 shares bought and 2,859 shares sold, net −1,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Coston, McIsaac & Partners | 0.31% | Add +0.7% | 12,091 | $981K |
| Amarillo National Bank | 0.10% | Add +6.4% | 6,308 | $512K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +0.5% | 4,124 | $335K |
| North Star Asset Management Inc. | 0.01% | Reduce -5.5% | 3,603 | $292K |
| Tucker Asset Management LLC | 0.03% | Add +0.8% | 1,751 | $142K |
| Financial Gravity Asset Management, Inc. | 0.02% | New | 890 | $72K |
| Game Plan Financial Advisors, LLC | 0.03% | Add +0.8% | 616 | $50K |
| ORG Partners LLC | 0.00% | New | 123 | $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.