FINFX — Fundamental Invs Cl F2 Shs Institutional Holders · Q2 2026
Who owns Fundamental Invs Cl F2 Shs (FINFX)? 3 institutions reported holding $2.89M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Staley Capital Advisers Inc ($1.5M), Nbt Bank N A ($1.4M), Transce3nd, LLC ($15,151).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | $1.5M | 14,587 | Hold |
| 2 | NBT BANK N A /NY | $1.4M | 13,231 | New |
| 3 | Transce3nd, LLC | $15,151 | 147 | Added |
Source: SEC Form 13F filings · as of 2026-06-30