9 institutions reported holding $3.9M of FUNDAMENTAL INVESTORS (ANCFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Westside Investment Management, Inc. ($1.5M), Coston, McIsaac & Partners ($1.3M), NORTH STAR ASSET MANAGEMENT INC ($803,288), Coastwise Capital Group, LLC ($341,545), Game Plan Financial Advisors, LLC ($8,136). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | $1.5M | 16,506 | Hold |
| 2 | Coston, McIsaac & Partners | $1.3M | 14,584 | Added |
| 3 | NORTH STAR ASSET MANAGEMENT INC | $803,288 | 9,057 | Added |
| 4 | Coastwise Capital Group, LLC | $341,545 | 3,851 | Hold |
| 5 | Game Plan Financial Advisors, LLC | $8,136 | 92 | Hold |
| 6 | Financial Gravity Asset Management, Inc. | $153 | 2 | Hold |
| 7 | OAKWORTH CAPITAL, INC. | $0 | 0 | Exited |
| 8 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $0 | 0 | Exited |
| 9 | Financially Speaking Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31