Amer FND Fndmntl Invst-F3FUNFX
13F holders, Q3 2025 (September 30)2holders +1
2new positions
1sold out
$93.41avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Amer FND Fndmntl Invst-F3 (FUNFX) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($295K) and Vermillion Wealth Management, Inc. ($25K).
- Company
- Amer FND Fndmntl Invst-F3
- Filed as
- AMERICAN FUNDAMENTAL INVESTORS FUND CLASS F3 (Q3 2025)
- CUSIP
- 360802771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $321K |
| Exits | 1 | $1.5M |
All 13F filers, Q2 2025 → Q3 2025: 3,432 shares bought and 17,158 shares sold, net −13,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kelleher Financial Advisors | 0.07% | New | 3,163 | $295K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 269 | $25K |
"% 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.