Amer FND Fndmntl Invst-F3FUNFX

13F holders, Q4 2024 (December 31)
2holders
0new positions
0sold out
$80.66avg. 13F price*

At the end of Q4 2024, 2 institutions reported holding Amer FND Fndmntl Invst-F3 (FUNFX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were RiverFront Investment Group, LLC ($726K) and Tucker Asset Management LLC ($216K).

Company
Amer FND Fndmntl Invst-F3
Filed as
AMERICAN FUNDS FUNDAMENTAL INVS F3 (Q4 2024)
CUSIP
360802771
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 4,984 shares bought and 514 shares sold, net +4,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

RiverFront Investment Group, LLC 0.02% Add +124.0% 9,002 $726K
Tucker Asset Management LLC 0.05% Reduce -16.1% 2,675 $216K

"% 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.