Amer FND Fndmntl Invst-F2FINFX

13F holders, Q2 2026 (June 30)
3holders
1new positions
0sold out
$103.44avg. 13F price*

At the end of Q2 2026, 3 institutions reported holding Amer FND Fndmntl Invst-F2 (FINFX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Staley Capital Advisers Inc. ($1.5M), NBT Bank, N.A. ($1.4M) and Transce3nd, LLC ($15K).

Company
Amer FND Fndmntl Invst-F2
Filed as
AMERICAN FUNDS FUNDAMENTAL INVESTORS FUND CLASS F-2 (Q2 2026)
CUSIP
360802821
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 3Q1 2024Q2 2024: 4Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$1.4M
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 13,234 shares bought, net +13,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Staley Capital Advisers Inc. 0.06% No change 14,587 $1.5M
NBT Bank, N.A. 0.09% New 13,231 $1.4M
Transce3nd, LLC 0.13% Add +2.1% 147 $15K

"% of holder's portfolio" is FINFX's weight in each manager's 13F, not the share of Amer FND Fndmntl Invst-F2 the manager owns.