Amer FND Fndmntl Invst-F2FINFX
13F holders, Q1 2026 (March 31)3holders
1new positions
1sold out
$88.62avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Amer FND Fndmntl Invst-F2 (FINFX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Staley Capital Advisers Inc. ($1.3M), Transce3nd, LLC ($13K) and McIlrath & Eck, LLC ($13K).
- Company
- Amer FND Fndmntl Invst-F2
- Filed as
- AMERICAN FUNDAMENTAL INVESTORS FUND CLASS F2 (Q1 2026)
- CUSIP
- 360802821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $13K |
| Exits | 1 | $17K |
All 13F filers, Q4 2025 → Q1 2026: 143 shares bought and 183 shares sold, net −40 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Staley Capital Advisers Inc. | 0.05% | No change | 14,587 | $1.3M |
| Transce3nd, LLC | 0.11% | No change | 144 | $13K |
| McIlrath & Eck, LLC | 0.00% | New | 143 | $13K |
"% 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.