AMERICAN FUNDS FUNDAMENTAL INVESTORS - FINFX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STALEY CAPITAL ADVISERS INC | History | No change | 14,587 | 1,339 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 183 | 16 | 0.0% | — | 2 | +183 | New | Q4 2025 | Jan 20, 2026 |
| Transce3nd, LLC | History | Added to | 144 | 13 | 0.1% | 0.04% | 3 | +8 | 5.88% | Q4 2025 | Feb 06, 2026 |