ANCFX AMER FND FNDMNTL INVST-A
FollowMFD (fund)
8 managers (8 13F filers) reported a position in ANCFX shares at 2025-09-30, 41,479 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 1
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 41,479
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 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 15,979 | $1.5M | 0.24% | new | 13F-HRTimeline |
| Coston, McIsaac & Partners | 12,740 | $1.19M | 0.28% | -131 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4,525 | $423K | 0.01% | 0 | 13F-HRTimeline |
| Financially Speaking Inc | 3,959 | $370K | 0.24% | 0 | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 3,813 | $356K | 0.01% | +4 | 13F-HRTimeline |
| Luminist Capital LLC | 375 | $35.3K | 0.03% | new | 13F-HRTimeline |
| Game Plan Financial Advisors, LLC | 86 | $8.06K | <0.01% | 0 | 13F-HRTimeline |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 2 | $151 | <0.01% | 13F-HRTimelineGroup |