Amer FND Fndmntl Invst-AANCFX
13F holders, Q4 2025 (December 31)10holders +2
3new positions
1sold out
$92.24avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding Amer FND Fndmntl Invst-A (ANCFX) in their 13F filings, up 2 from Q3 2025. 3 opened new positions and 1 sold out. The largest holders were Westside Investment Management, Inc. ($1.5M), Coston, McIsaac & Partners ($1.2M) and Ferguson Wellman Capital Management, Inc. ($427K).
- Company
- Amer FND Fndmntl Invst-A
- Filed as
- AMERICAN FUNDS FUNDAMENTAL INVS A (Q4 2025)
- CUSIP
- 360802102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $648K |
| Exits | 1 | $35K |
All 13F filers, Q3 2025 → Q4 2025: 8,453 shares bought and 375 shares sold, net +8,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Westside Investment Management, Inc. | 0.25% | Add +3.3% | 16,506 | $1.5M |
| Coston, McIsaac & Partners | 0.29% | Add +4.9% | 13,367 | $1.2M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +2.6% | 4,643 | $427K |
| Financially Speaking Inc | 0.24% | No change | 3,959 | $364K |
| North Star Asset Management Inc. | 0.01% | Add +3.3% | 3,940 | $362K |
| Coastwise Capital Group, LLC | 0.18% | New | 3,851 | $354K |
| Motiv8 Investments LLC | 0.13% | New | 2,508 | $231K |
| Oakworth Capital, Inc. | 0.00% | New | 689 | $63K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +7.0% | 92 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 2 | $158 |
"% 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.