DOSSIER · 13F Holders · Q2 2026
ANCFX

FUNDAMENTAL INVESTORS

6 institutions still hold FUNDAMENTAL INVESTORS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 360802102·6 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$4M
visible holders
Holders
6
filers reporting
Concentration
41.70%
Westside Investment Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported ANCFX in Q2 2026. Westside Investment Management, Inc. leads at 41.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Westside Investment Management, Inc.
CIK 0001538383
$2M17K0.23%Q2 2026
02
Coston, McIsaac & Partners
CIK 0001945037
$1M13K0.29%Q4 2025
03
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$942K9K0.04%Q2 2026
04
Motiv8 Investments LLC
CIK 0002024873
$231K3K0.13%Q4 2025
05
Game Plan Financial Advisors, LLC
CIK 0001802952
$10K930.00%Q2 2026
06
Financial Gravity Asset Management, Inc.
CIK 0001741736
$15320.00%Q1 2026