Amer FND Fndmntl Invst-AANCFX
13F holders, Q1 2026 (March 31)6holders −4
0new positions
3sold out
$88.95avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Amer FND Fndmntl Invst-A (ANCFX) in their 13F filings, down 4 from Q4 2025. 0 opened new positions and 3 sold out. The largest holders were Westside Investment Management, Inc. ($1.5M), Coston, McIsaac & Partners ($1.3M) and North Star Asset Management Inc. ($803K).
- Company
- Amer FND Fndmntl Invst-A
- Filed as
- AMERICAN FUNDS FUNDAMENTAL INVS A (Q1 2026)
- CUSIP
- 360802102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $854K |
All 13F filers, Q4 2025 → Q1 2026: 6,334 shares bought and 9,291 shares sold, net −2,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Westside Investment Management, Inc. | 0.23% | No change | 16,506 | $1.5M |
| Coston, McIsaac & Partners | 0.29% | Add +9.1% | 14,584 | $1.3M |
| North Star Asset Management Inc. | 0.03% | Add +129.9% | 9,057 | $803K |
| Coastwise Capital Group, LLC | 0.19% | No change | 3,851 | $342K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 92 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 2 | $153 |
"% 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.