ANCFX — American Funds Fundamental Invs A Institutional Holders · Q2 2026
Who owns American Funds Fundamental Invs A (ANCFX)? 6 institutions reported holding $4.20M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Westside Investment Management, Inc. ($1.7M), Coston, McIsaac & Partners ($1.5M), North Star Asset Management Inc ($941,663).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Westside Investment Management, Inc. | $1.7M | 16,652 | Added |
| 2 | Coston, McIsaac & Partners | $1.5M | 14,748 | Added |
| 3 | NORTH STAR ASSET MANAGEMENT INC | $941,663 | 9,096 | Added |
| 4 | Game Plan Financial Advisors, LLC | $9,657 | 93 | Added |
| 5 | Financial Gravity Companies, Inc. | $0 | 0 | Exited |
| 6 | Coastwise Capital Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30