Amer FND Fndmntl Invst-F2FINFX
13F holders, Q1 2024 (March 31)3holders
$79.30avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Amer FND Fndmntl Invst-F2 (FINFX) in their 13F filings. The largest holders were Encompass Wealth Advisors, LLC ($273K), Coston, McIsaac & Partners ($38K) and Tucker Asset Management LLC ($6K).
- Company
- Amer FND Fndmntl Invst-F2
- Filed as
- AMERICAN FUNDS FUNDAMENT (Q1 2024)
- CUSIP
- 360802821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 3 holders
| Encompass Wealth Advisors, LLC | 0.07% | Add +0.0% | 3,429 | $273K |
| Coston, McIsaac & Partners | 0.01% | No change | 487 | $38K |
| Tucker Asset Management LLC | 0.00% | No change | 78 | $6K |
"% 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.