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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NBT BANK, N.A. | History | Reduced | 2,112 | 215 | 0.01% | 0.09% | 1 | -11,119 | -84.04% | Q3 2026 | Oct 21, 2026 |
| Transce3nd, LLC | History | Reduced | 121 | 12 | 0.01% | 0.13% | 2 | -26 | -17.69% | Q3 2026 | Oct 26, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,587 | -100.0% | Q3 2026 | Nov 06, 2026 |