Amer FND Fndmntl Invst-AANCFX
13F holders, Q4 2024 (December 31)9holders +1
1new positions
1sold out
$80.70avg. 13F price*
At the end of Q4 2024, 9 institutions reported holding Amer FND Fndmntl Invst-A (ANCFX) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($1.0M), Amarillo National Bank ($525K) and Financially Speaking Inc ($468K).
- Company
- Amer FND Fndmntl Invst-A
- Filed as
- AMERICAN FUNDS FUNDAMENTAL INVS A (Q4 2024)
- CUSIP
- 360802102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 1 | $29K |
All 13F filers, Q3 2024 → Q4 2024: 1,760 shares bought and 790 shares sold, net +970 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Coston, McIsaac & Partners | 0.30% | Add +7.4% | 12,621 | $1.0M |
| Amarillo National Bank | 0.10% | No change | 6,504 | $525K |
| Financially Speaking Inc | 0.32% | — | 5,803 | $468K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +12.8% | 4,662 | $376K |
| North Star Asset Management Inc. | 0.01% | Add +4.1% | 3,755 | $303K |
| Financial Gravity Companies, Inc. | 0.02% | Add +7.6% | 960 | $77K |
| Game Plan Financial Advisors, LLC | 0.03% | Add +7.6% | 665 | $54K |
| Tucker Asset Management LLC | 0.01% | Reduce -57.3% | 336 | $27K |
| AlphaMark Advisors, LLC | 0.00% | New | 101 | $8K |
"% 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.