Amer FND Fndmntl Invst-F3FUNFX
13F holders, Q1 2026 (March 31)2holders
1new positions
1sold out
$88.61avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Amer FND Fndmntl Invst-F3 (FUNFX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were McIlrath & Eck, LLC ($347K) and Kelleher Financial Advisors ($299K).
- Company
- Amer FND Fndmntl Invst-F3
- Filed as
- AMERICAN FUNDAMENTAL INVESTORS FUND CLASS F3 (Q1 2026)
- CUSIP
- 360802771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $347K |
| Exits | 1 | $104K |
All 13F filers, Q4 2025 → Q1 2026: 3,925 shares bought and 1,139 shares sold, net +2,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| McIlrath & Eck, LLC | 0.03% | New | 3,916 | $347K |
| Kelleher Financial Advisors | 0.08% | Add +0.3% | 3,369 | $299K |
"% 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.