AMERICAN FUNDS FUNDAMENTAL INVESTORS - FUNFX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McIlrath & Eck, LLC | History | New | 3,916 | 346 | 0.03% | — | 1 | +3,916 | New | Q1 2026 | May 19, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 3,369 | 298 | 0.08% | 0.07% | 2 | +9 | 0.27% | Q1 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,139 | -100.0% | Q1 2026 | May 01, 2026 |