Vault-13

AMERICAN FUNDS FUNDAMENTAL INVS A ANCFX

LOAD EQUITY FUND · Open-End Fund · CUSIP 360802102

8 institutional holders +1 vs Q1 2025
44,60444.6k shares reported held*
$3.9mreported value*
1 new 3 added 3 reduced 0 sold out net bought ≈ $1.1m (+12.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $87.83.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

051015Q3 22: 6Q4 22: 4Q1 23: 6Q2 23: 7Q3 23: 7Q4 23: 11Q1 24: 7Q2 24: 8Q3 24: 8Q4 24: 9Q1 25: 7Q2 25: 88Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20226
Q4 20224
Q1 20236
Q2 20237
Q3 20237
Q4 202311
Q1 20247
Q2 20248
Q3 20248
Q4 20249
Q1 20257
Q2 20258

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 23: 6 bought or addedQ3 23: 4 cut or sold outQ4 23: 4 bought or addedQ4 23: 3 cut or sold outQ4 23Q1 24: 4 bought or addedQ1 24: 6 cut or sold outQ2 24: 7 bought or addedQ2 24: 2 cut or sold outQ2 24Q3 24: 5 bought or addedQ3 24: 3 cut or sold outQ4 24: 6 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 5 bought or addedQ1 25: 3 cut or sold outQ2 25: 4 bought or addedQ2 25: 3 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202364
Q4 202343
Q1 202446
Q2 202472
Q3 202453
Q4 202462
Q1 202553
Q2 202543

Biggest buyers

Brooklyn Investment Group New +16,598+16.6k
Coston, McIsaac & Partners Added +229+229
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Added +103+103
NORTH STAR ASSET MANAGEMENT INC Added +50+50

Biggest sellers

Financially Speaking Inc Reduced -1,848-1.8k
RiverFront Investment Group, LLC Reduced -1,839-1.8k
Game Plan Financial Advisors, LLC Reduced -580-580

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Brooklyn Investment Group 0.19% of their portfolio NEW YORK, NY 16,59816.6k $1.5m $1.5m 0.19% New
2 Coston, McIsaac & Partners 0.29% of their portfolio BAR HARBOR, ME 12,87112.9k $1.1m $1.1m 0.29% Added +229 +229
3 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.01% of their portfolio PORTLAND, OR 4,5254.5k $397.5k $397.5k 0.01% Added +103 +103
4 Financially Speaking Inc 0.23% of their portfolio GREENWOOD VILLAGE, CO 3,9594.0k $347.8k $347.8k 0.23% Reduced -1.8k -1,848
5 NORTH STAR ASSET MANAGEMENT INC 0.01% of their portfolio NEENAH, WI 3,8093.8k $334.6k $334.6k 0.01% Added +50 +50
6 RiverFront Investment Group, LLC 0.00% of their portfolio RICHMOND, VA 2,7542.8k $242.0k $242.0k 0.00% Reduced -1.8k -1,839
7 Game Plan Financial Advisors, LLC 0.00% of their portfolio WESTLAKE, OH 8686 $7.6k $7.6k 0.00% Reduced -580 -580
8 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 22 $142 $142 0.00% First filing