FINFX
American Funds Fundamental Invs F2
1W: -1.1%
1M: -1.0%
3M: -1.4%
YTD: +9.5%
1Y: +14.7%
3Y: +92.9%
5Y: +87.5%
$102.46
+0.84 (+0.83%)
Weekly Expected Move ±1.5%
$99
$100
$102
$103
$105
Institutional Ownership — FINFX
3
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
1
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | 14,587 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 2 | NBT BANK, N.A. NEW | 13,231 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Transce3nd, LLC | 147 | $15K | +3 | +2.1% | 7Q | SEC ↗ |
| 4 | McIlrath & Eck, LLC NEW | 143 | $15K | — | +0.0% | 1Q | SEC ↗ |
| 5 | KELLEHER FINANCIAL ADVISORS | 0 | $0K | -183 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| NBT BANK, N.A. | 13,231 | $1M |
| McIlrath & Eck, LLC | 143 | $15K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 183 | $19K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Transce3nd, LLC | +3 | +2.1% | 147 |
Biggest Decreases (0)
None.