Amer FND Fndmntl Invst-F3FUNFX
13F holders, Q4 2025 (December 31)2holders
1new positions
1sold out
$91.79avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Amer FND Fndmntl Invst-F3 (FUNFX) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($309K) and Kohmann Bosshard Financial Services, LLC ($104K).
- Company
- Amer FND Fndmntl Invst-F3
- Filed as
- AMERICAN FUNDAMENTAL INVESTORS FUND CLASS F3 (Q4 2025)
- CUSIP
- 360802771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $104K |
| Exits | 1 | $25K |
All 13F filers, Q3 2025 → Q4 2025: 1,336 shares bought and 269 shares sold, net +1,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kelleher Financial Advisors | 0.07% | Add +6.2% | 3,360 | $309K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 1,139 | $104K |
"% 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.