Vault-13

AMERICAN FUNDS FUNDAMENTAL INVS A ANCFX

LOAD EQUITY FUND · Open-End Fund · CUSIP 360802102

4 institutional holders -2 vs Q1 2026
40,58940.6k shares reported held*
$4.2mreported value*
0 new 4 added 0 reduced 1 sold out net sold ≈ $362.5k (-3.5k 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 ≈ $103.51.

Trends to Q2 2026

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: 8Q3 25: 8Q4 25: 10Q1 26: 6Q2 26: 44Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 20258
Q4 202510
Q1 20266
Q2 20264

Buyers vs sellers

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

Bought or addedCut or sold out
10010Q3 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 25Q3 25: 3 bought or addedQ3 25: 3 cut or sold outQ4 25: 8 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 3 cut or sold outQ2 26: 4 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202453
Q4 202462
Q1 202553
Q2 202543
Q3 202533
Q4 202581
Q1 202623
Q2 202641

Biggest buyers

Coston, McIsaac & Partners Added +164+164
Westside Investment Management, Inc. Added +146+146
NORTH STAR ASSET MANAGEMENT INC Added +39+39
Game Plan Financial Advisors, LLC Added +1+1

Biggest sellers

Coastwise Capital Group, LLC Sold out -3,851-3.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Westside Investment Management, Inc. 0.23% of their portfolio SANTA MONICA, CA 16,65216.7k $1.7m $1.7m 0.23% Added +146 +146
2 Coston, McIsaac & Partners 0.31% of their portfolio BAR HARBOR, ME 14,74814.7k $1.5m $1.5m 0.31% Added +164 +164
3 NORTH STAR ASSET MANAGEMENT INC 0.04% of their portfolio NEENAH, WI 9,0969.1k $941.7k $941.7k 0.04% Added +39 +39
4 Game Plan Financial Advisors, LLC 0.00% of their portfolio WESTLAKE, OH 9393 $9.7k $9.7k 0.00% Added +1 +1