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 | 1,508 | 0.06% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NBT BANK, N.A. | History | New | 13,231 | 1,368 | 0.09% | — | 2 | +13,231 | New | Q2 2026 | Jul 29, 2026 |
| Transce3nd, LLC | History | Added to | 147 | 15 | 0.13% | 0.11% | 3 | +3 | 2.08% | Q2 2026 | Jul 24, 2026 |
| McIlrath & Eck, LLC | History | No change | 143 | 12 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2026 | May 19, 2026 |