FUNFX — American Funds Fundamental Investors Class F-3 Institutional Holders · Q2 2026
Who owns American Funds Fundamental Investors Class F-3 (FUNFX)? 3 institutions reported holding $277,228 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Wealthspire Advisors, LLC ($248,097), Vermillion Wealth Management, Inc. ($29,131), Kelleher Financial Advisors ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $248,097 | 2,398 | New |
| 2 | Vermillion Wealth Management, Inc. | $29,131 | 282 | New |
| 3 | KELLEHER FINANCIAL ADVISORS | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30