13FBOX
AMERICAN FUNDS FUNDAMENTAL INVS A · 13F Institutional Holdings
Options Calculator Rankings
A

AMERICAN FUNDS FUNDAMENTAL INVS A

ANCFX
Institutions
4
Combined AUM (Q2 2026)
$4.2M
Combined Shares (Q2 2026)
40,589
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+350
4 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-3,853
2 · 2 Exit · ≈
⚖️ Net
-3,503
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.2M
Institutions
4
New Buys
0
Adds
4
Reduces
0
Exits
2
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Westside Investment Management, Inc.
0.23%0.23%#2$1.7M16,652$1.5M16,506+146+0.88%Add
Coston, McIsaac & Partners
0.31%0.3%#1$1.5M14,748$1.3M14,584+164+1.12%Add
NORTH STAR ASSET MANAGEMENT INC
0.04%0.05%#3$941,6639,096$803,2889,057+39+0.43%Add
Game Plan Financial Advisors, LLC
<0.01%<0.01%#4$9,65793$8,13692+1+1.09%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow