Amer FND Fndmntl Invst-AANCFX
13F holders, Q3 2024 (September 30)8holders
1new positions
1sold out
$85.44avg. 13F price*
At the end of Q3 2024, 8 institutions reported holding Amer FND Fndmntl Invst-A (ANCFX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($1.0M), Amarillo National Bank ($556K) and Ferguson Wellman Capital Management, Inc. ($353K).
- Company
- Amer FND Fndmntl Invst-A
- Filed as
- AMERICAN FUNDS FUNDAMENTAL INVS A (Q3 2024)
- CUSIP
- 360802102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $29K |
| Exits | 1 | $10K |
All 13F filers, Q2 2024 → Q3 2024: 550 shares bought and 1,424 shares sold, net −874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Coston, McIsaac & Partners | 0.28% | Reduce -2.8% | 11,755 | $1.0M |
| Amarillo National Bank | 0.10% | Add +3.1% | 6,504 | $556K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +0.2% | 4,132 | $353K |
| North Star Asset Management Inc. | 0.01% | Add +0.1% | 3,607 | $308K |
| Financial Gravity Companies, Inc. | 0.02% | — | 892 | $76K |
| Tucker Asset Management LLC | 0.02% | Reduce -55.1% | 786 | $67K |
| Game Plan Financial Advisors, LLC | 0.03% | Add +0.3% | 618 | $53K |
| Eagle Bay Advisors LLC | 0.01% | New | 340 | $29K |
"% 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.