Who owns American Funds Fundamental Invs F2?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FINFX from SEC Form 13F filings across 3 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 3 institutions disclosed 27,965 shares of American Funds Fundamental Invs F2 worth $2.9M — about 0% of shares outstanding; the largest disclosed holder is STALEY CAPITAL ADVISERS INC. Source: SEC Form 13F filings, parsed by EvidInvest.
3
13F holders
$2.9M
value, 2026 filers
0%
of shares outstanding (27,965 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FINFX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | 14,587 | $1.5M | 0.1% | 0% | 0.0% |
| 2 | NBT BANK, N.A.NEW | 13,231 | $1.4M | 0.1% | 0% | new |
| 3 | Transce3nd, LLC | 147 | $15,151 | 0.1% | 0% | +2.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.