Amer FND Fndmntl Invst-F2FINFX
13F holders, Q2 2024 (June 30)4holders +1
2new positions
1sold out
$81.25avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Amer FND Fndmntl Invst-F2 (FINFX) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were ORG Partners LLC ($1.8M), Encompass Wealth Advisors, LLC ($279K) and Marathon Strategic Advisors, LLC ($234K).
- Company
- Amer FND Fndmntl Invst-F2
- Filed as
- AMERICAN FUNDS FUNDAMENT (Q2 2024)
- CUSIP
- 360802821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.1M |
| Exits | 1 | $38K |
All 13F filers, Q1 2024 → Q2 2024: 25,239 shares bought and 487 shares sold, net +24,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| ORG Partners LLC | 0.23% | New | 22,347 | $1.8M |
| Encompass Wealth Advisors, LLC | 0.07% | Add +0.2% | 3,436 | $279K |
| Marathon Strategic Advisors, LLC | 0.27% | New | 2,884 | $234K |
| Tucker Asset Management LLC | 0.00% | Add +1.3% | 79 | $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.