Amer FND Fndmntl Invst-F2FINFX
13F holders, Q4 2025 (December 31)3holders +1
1new positions
0sold out
$91.90avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Amer FND Fndmntl Invst-F2 (FINFX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Staley Capital Advisers Inc. ($1.3M), Kelleher Financial Advisors ($17K) and Transce3nd, LLC ($14K).
- Company
- Amer FND Fndmntl Invst-F2
- Filed as
- AMERICAN FUNDS FUNDAMENTAL INVESTORS FUND CLASS F-2 (Q4 2025)
- CUSIP
- 360802821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $17K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 191 shares bought, net +191 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 | $1.3M |
| Kelleher Financial Advisors | 0.00% | New | 183 | $17K |
| Transce3nd, LLC | 0.11% | Add +5.9% | 144 | $14K |
"% 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.