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 | No change | 16,506 | 1,475 | 0.23% | 0.25% | 1 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Coston, McIsaac & Partners | History | Added to | 14,584 | 1,293 | 0.29% | 0.29% | 2 | +1,217 | 9.1% | Q1 2026 | Apr 22, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 9,057 | 803 | 0.03% | 0.01% | 3 | +5,117 | 129.87% | Q1 2026 | May 06, 2026 |
| Coastwise Capital Group, LLC | History | No change | 3,851 | 341 | 0.19% | 0.18% | 4 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Motiv8 Investments LLC | History | No change | 2,508 | 231 | 0.13% | 0.13% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 92 | 8 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,643 | -100.0% | Q1 2026 | May 01, 2026 |
| Financially Speaking Inc | History | Closed out | 0 | 0 | — | 0.23% | — | -3,959 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -689 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |