Amer FND Fndmntl Invst-AANCFX
13F holders, Q2 2025 (June 30)8holders +1
1new positions
0sold out
$87.83avg. 13F price*
At the end of Q2 2025, 8 institutions reported holding Amer FND Fndmntl Invst-A (ANCFX) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Brooklyn Investment Group ($1.5M), Coston, McIsaac & Partners ($1.1M) and Ferguson Wellman Capital Management, Inc. ($398K).
- Company
- Amer FND Fndmntl Invst-A
- Filed as
- AMERICAN FUNDS FUNDAMENTAL INVS A (Q2 2025)
- CUSIP
- 360802102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.5M |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 16,980 shares bought and 4,267 shares sold, net +12,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Brooklyn Investment Group | 0.19% | New | 16,598 | $1.5M |
| Coston, McIsaac & Partners | 0.29% | Add +1.8% | 12,871 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +2.3% | 4,525 | $398K |
| Financially Speaking Inc | 0.23% | Reduce -31.8% | 3,959 | $348K |
| North Star Asset Management Inc. | 0.01% | Add +1.3% | 3,809 | $335K |
| RiverFront Investment Group, LLC | 0.00% | Reduce -40.0% | 2,754 | $242K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -87.1% | 86 | $8K |
| Financial Gravity Companies, Inc. | 0.00% | — | 2 | $142 |
"% 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.