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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | History | No change | 2,398 | 248 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Transce3nd, LLC | History | New | 1,076 | 110 | 0.11% | — | 2 | +1,076 | New | Q3 2026 | Oct 26, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -282 | -100.0% | Q3 2026 | Oct 26, 2026 |