AMERICAN FUNDS FUNDAMENTAL INVESTORS - ANCFX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Westside Investment Management, Inc. | History | Added to | 16,652 | 1,724 | 0.23% | 0.23% | 1 | +146 | 0.88% | Q2 2026 | Jul 27, 2026 |
| Coston, McIsaac & Partners | History | Added to | 14,748 | 1,526 | 0.31% | 0.29% | 2 | +164 | 1.12% | Q2 2026 | Aug 12, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 9,096 | 941 | 0.04% | 0.03% | 3 | +39 | 0.43% | Q2 2026 | Aug 18, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 93 | 9 | 0.0% | 0.0% | 4 | +1 | 1.09% | Q2 2026 | Aug 07, 2026 |
| Coastwise Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,851 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |