Who owns Fundamental Invs Inc Com?
- Ticker: ANCFX
- CUSIP Number: 360802102
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Analyze quarterly positions in Fundamental Invs with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Fundamental Invs Inc Com this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Westside Investment Management | 16k | $1.5M | 100% | Sep 2025 |
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| Coston, McIsaac & Partners | 13k | $1.2M | -1% | Sep 2025 |
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| Ferguson Wellman Capital Management | 4.5k | $423k | 0% | Sep 2025 |
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| Financially Speaking | 4.0k | $370k | 0% | Sep 2025 |
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| North Star Asset Management | 3.8k | $356k | 0% | Sep 2025 |
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| Luminist Capital | 375.00 | $35k | 100% | Sep 2025 |
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| Game Plan Financial Advisors | 86.00 | $8.1k | 0% | Sep 2025 |
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| Financial Gravity Wealth | 2.00 | $151.000000 | 0% | Sep 2025 |
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| Financial Gravity Companies | 2.00 | $142.000000 | 100% | Jun 2025 |
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Who sold out of Fundamental Invs?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Skopos Labs | Jun 2025 | 17k | $1.5M |
| RiverFront Investment Group | Jun 2025 | 2.8k | $242k |