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 | No change | 3,916 | 346 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Wealthspire Advisors, LLC | History | New | 2,398 | 248 | 0.0% | — | 2 | +2,398 | New | Q2 2026 | Aug 11, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 282 | 29 | 0.01% | — | 3 | +282 | New | Q2 2026 | Jul 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.08% | — | -3,369 | -100.0% | Q2 2026 | Aug 06, 2026 |