ANCFX AMER FND FNDMNTL INVST-A
FollowMFD (fund)
8 managers (8 13F filers) reported a position in ANCFX shares at 2024-09-30, 28,634 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 1
- Added
- 4
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 28,634
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2024
Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 11,755 | $1M | 0.28% | -336 | 13F-HRTimeline |
| AMARILLO NATIONAL BANK | 6,504 | $556K | 0.1% | +196 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4,132 | $353K | 0.01% | +8 | 13F-HR/ATimeline |
| NORTH STAR ASSET MANAGEMENT INC | 3,607 | $308K | 0.01% | +4 | 13F-HRTimeline |
| Financial Gravity Companies, Inc.in group Financial Gravity Companies, … | 892 | $76.2K | 0.02% | 13F-HRTimelineGroup | |
| TUCKER ASSET MANAGEMENT LLC | 786 | $67.2K | 0.02% | -965 | 13F-HRTimeline |
| Game Plan Financial Advisors, LLC | 618 | $52.8K | 0.03% | +2 | 13F-HRTimeline |
| Eagle Bay Advisors LLC | 340 | $29K | 0.01% | new | 13F-HRTimeline |