ANCFX AMER FND FNDMNTL INVST-A
FollowMFD (fund)
9 managers (9 13F filers) reported a position in ANCFX shares at 2024-12-31, 35,407 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 1
- Added
- 5
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 35,407
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, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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 | 12,621 | $1.02M | 0.3% | +866 | 13F-HRTimeline |
| AMARILLO NATIONAL BANK | 6,504 | $525K | 0.1% | 0 | 13F-HRTimeline |
| Financially Speaking Inc | 5,803 | $468K | 0.32% | 13F-HRTimeline | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4,662 | $376K | 0.01% | +530 | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 3,755 | $303K | 0.01% | +148 | 13F-HRTimeline |
| Financial Gravity Companies, Inc.in group Financial Gravity Companies, … | 960 | $77.5K | 0.02% | +68 | 13F-HRTimelineGroup |
| Game Plan Financial Advisors, LLC | 665 | $53.9K | 0.03% | +47 | 13F-HRTimeline |
| TUCKER ASSET MANAGEMENT LLC | 336 | $27.1K | <0.01% | -450 | 13F-HRTimeline |
| AlphaMark Advisors, LLC | 101 | $8K | <0.01% | new | 13F-HRTimeline |