AMERICAN FUNDS FUNDAMENT

FINFX

Institutions

Combined AUM (Q2 2026)

$2.9M

Combined Shares (Q2 2026)

27,965

Overall Trend

Increase

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

+13,234

2 · 1 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-143

1 · 1 Exit · ≈ —

⚖️ Net

+13,091

—

Net Buy

💰 Net Value

≈ —

—

est. price —

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Latest AUM (Q2 2026)

$2.9M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
STALEY CAPITAL ADVISERS INC	0.06%	0.06%	#3	$1.5M	14,587	$1.3M	14,587	00.00%	Unchanged
NBT BANK, N.A.	0.09%	—	#2	$1.4M	13,231	$0	0	+13,231	New Buy
Transce3nd, LLC	0.13%	0.11%	#1	$15,151	147	$12,819	144	+3+2.08%	Add

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow