ANCFX AMER FND FNDMNTL INVST-A

MFD (fund)

10 managers (10 13F filers) reported a position in ANCFX shares at 2025-12-31, 49,557 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers: 10
13F filers: 10
New: 3
Added: 5
Reduced: 0
Sold out: 1
Shares held by filers: 49,557

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Westside Investment Management, Inc.	16,506	$1.53M	0.25%	+527	13F-HR Timeline
Coston, McIsaac & Partners	13,367	$1.23M	0.29%	+627	13F-HR Timeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	4,643	$427K	0.01%	+118	13F-HR Timeline
Financially Speaking Inc	3,959	$364K	0.24%	0	13F-HR Timeline
NORTH STAR ASSET MANAGEMENT INC	3,940	$362K	0.01%	+127	13F-HR Timeline
Coastwise Capital Group, LLC	3,851	$354K	0.18%	new	13F-HR Timeline
Motiv8 Investments LLC	2,508	$231K	0.13%	new	13F-HR Timeline
OAKWORTH CAPITAL, INC.	689	$63.3K	<0.01%	new	13F-HR Timeline
Game Plan Financial Advisors, LLC	92	$8.42K	<0.01%	+6	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	2	$158	<0.01%	0	13F-HR Timeline Group