Amer FND Fndmntl Invst-AANCFX
13F holders, Q1 2025 (March 31)7holders −2
1new positions
2sold out
$77.94avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Amer FND Fndmntl Invst-A (ANCFX) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Coston, McIsaac & Partners ($985K), Financially Speaking Inc ($453K) and RiverFront Investment Group, LLC ($358K).
- Company
- Amer FND Fndmntl Invst-A
- Filed as
- AMERICAN FUNDS FUNDAMENTAL INVS A (Q1 2025)
- CUSIP
- 360802102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $358K |
| Exits | 2 | $552K |
All 13F filers, Q4 2024 → Q1 2025: 4,623 shares bought and 7,080 shares sold, net −2,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Coston, McIsaac & Partners | 0.29% | Add +0.2% | 12,642 | $985K |
| Financially Speaking Inc | 0.33% | Add +0.1% | 5,807 | $453K |
| RiverFront Investment Group, LLC | 0.01% | New | 4,593 | $358K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -5.2% | 4,422 | $345K |
| North Star Asset Management Inc. | 0.01% | Add +0.1% | 3,759 | $293K |
| Game Plan Financial Advisors, LLC | 0.03% | Add +0.1% | 666 | $52K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 2 | $123 |
"% 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.