Amer FND Fndmntl Invst-F2FINFX
13F holders, Q3 2024 (September 30)2holders −2
0new positions
2sold out
$85.40avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Amer FND Fndmntl Invst-F2 (FINFX) in their 13F filings, down 2 from Q2 2024. 0 opened new positions and 2 sold out. The largest holders were Encompass Wealth Advisors, LLC ($293K) and Tucker Asset Management LLC ($11K).
- Company
- Amer FND Fndmntl Invst-F2
- Filed as
- AMERICAN FUNDS FUNDAMENTAL INVS F2 (Q3 2024)
- CUSIP
- 360802821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $2.1M |
All 13F filers, Q2 2024 → Q3 2024: 55 shares bought and 25,231 shares sold, net −25,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Encompass Wealth Advisors, LLC | 0.07% | No change | 3,436 | $293K |
| Tucker Asset Management LLC | 0.00% | Add +69.6% | 134 | $11K |
"% 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.