AMERICAN FUNDS FUNDAMENTAL INVS A
CUSIP 360802102
American Funds Fundamental Invs A has 6 institutional holders in Filings Flow’s 13F database, together reporting 44.1K shares worth $3M as of Q1 2026. The largest reported holders are Westside Investment Management, Inc., Brooklyn Investment Group, and North Star Asset Management Inc.
Institutional Holders
6
Q1 2026
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Westside Investment Management, Inc.$653M AUM | 0.23% | $1M | 16.5K | Q1 2026 |
| Brooklyn Investment Group$3.2B AUM | 0.19% | $1M | 16.6K | Q2 2025OLDER |
| Coastwise Capital Group, LLC$180M AUM | 0.19% | $341,545 | 3.9K | Q1 2026 |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 0.03% | $803,288 | 9.1K | Q1 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.01% | $426,875 | 4.6K | Q4 2025OLDER |
| RiverFront Investment Group, LLC$6.5B AUM | 0.00% | $241,980 | 2.8K | Q2 2025OLDER |
| Game Plan Financial Advisors, LLC$222M AUM | 0.00% | $8,136 | 92 | Q1 2026 |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $63,320 | 689 | Q4 2025OLDER |
| Financial Gravity Companies, Inc.$509M AUM | 0.00% | $142 | 2 | Q2 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $153 | 2 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.