Amer FND Fndmntl Invst-AANCFX
13F holders, Q3 2025 (September 30)8holders
2new positions
2sold out
$93.70avg. 13F price*
At the end of Q3 2025, 8 institutions reported holding Amer FND Fndmntl Invst-A (ANCFX) in their 13F filings, unchanged from Q2 2025. 2 opened new positions and 2 sold out. The largest holders were Westside Investment Management, Inc. ($1.5M), Coston, McIsaac & Partners ($1.2M) and Ferguson Wellman Capital Management, Inc. ($423K).
- Company
- Amer FND Fndmntl Invst-A
- Filed as
- AMERICAN FUNDS FUNDAMENTAL INVS A (Q3 2025)
- CUSIP
- 360802102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.5M |
| Exits | 2 | $1.7M |
All 13F filers, Q2 2025 → Q3 2025: 16,358 shares bought and 19,483 shares sold, net −3,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Westside Investment Management, Inc. | 0.24% | New | 15,979 | $1.5M |
| Coston, McIsaac & Partners | 0.28% | Reduce -1.0% | 12,740 | $1.2M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 4,525 | $423K |
| Financially Speaking Inc | 0.24% | No change | 3,959 | $370K |
| North Star Asset Management Inc. | 0.01% | Add +0.1% | 3,813 | $356K |
| Luminist Capital LLC | 0.03% | New | 375 | $35K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 86 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 2 | $151 |
"% 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.