Amer FND Fndmntl Invst-F3FUNFX
13F holders, Q2 2026 (June 30)2holders
2new positions
1sold out
$103.44avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Amer FND Fndmntl Invst-F3 (FUNFX) in their 13F filings, unchanged from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Wealthspire Advisors, LLC ($248K) and Vermillion Wealth Management, Inc. ($29K).
- Company
- Amer FND Fndmntl Invst-F3
- Filed as
- AMERICAN FDS FUNDAMENTAL INVS F-3 (Q2 2026)
- CUSIP
- 360802771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $277K |
| Exits | 1 | $299K |
All 13F filers, Q1 2026 → Q2 2026: 2,680 shares bought and 3,369 shares sold, net −689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Wealthspire Advisors, LLC | 0.00% | New | 2,398 | $248K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 282 | $29K |
"% of holder's portfolio" is FUNFX's weight in each manager's 13F, not the share of Amer FND Fndmntl Invst-F3 the manager owns.