Amer FND Fndmntl Invst-F3FUNFX
13F holders, Q1 2025 (March 31)2holders
1new positions
1sold out
$77.89avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Amer FND Fndmntl Invst-F3 (FUNFX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were RiverFront Investment Group, LLC ($892K) and Vermillion Wealth Management, Inc. ($21K).
- Company
- Amer FND Fndmntl Invst-F3
- Filed as
- AMERICAN FUNDS FUNDAMENTAL INVS F3 (Q1 2025)
- CUSIP
- 360802771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $21K |
| Exits | 1 | $216K |
All 13F filers, Q4 2024 → Q1 2025: 2,709 shares bought and 2,675 shares sold, net +34 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| RiverFront Investment Group, LLC | 0.02% | Add +27.1% | 11,446 | $892K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 265 | $21K |
"% 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.