ANCFX AMER FND FNDMNTL INVST-A
FollowMFD (fund)
7 managers (7 13F filers) reported a position in ANCFX shares at 2025-03-31, 31,891 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 4
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 31,891
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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 | 12,642 | $985K | 0.29% | +21 | 13F-HRTimeline |
| Financially Speaking Inc | 5,807 | $453K | 0.33% | +4 | 13F-HRTimeline |
| RiverFront Investment Group, LLC | 4,593 | $358K | 0.01% | new | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4,422 | $345K | 0.01% | -240 | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 3,759 | $293K | 0.01% | +4 | 13F-HRTimeline |
| Game Plan Financial Advisors, LLC | 666 | $51.9K | 0.03% | +1 | 13F-HRTimeline |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 2 | $123 | <0.01% | 13F-HRTimelineGroup |