Who owns Fundamental Invs Inc Com?

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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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Top investors of Fundamental Invs stock

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 17k $1.5M 3% Dec 2025
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Coston, McIsaac & Partners 13k $1.2M 5% Dec 2025
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Ferguson Wellman Capital Management 4.6k $427k 3% Dec 2025
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Financially Speaking 4.0k $364k 0% Dec 2025
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North Star Asset Management 3.9k $362k 3% Dec 2025
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Coastwise Capital Group 3.9k $354k 100% Dec 2025
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Motiv8 Investments 2.5k $231k 100% Dec 2025
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Oakworth Capital 689.00 $63k 100% Dec 2025
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Game Plan Financial Advisors 92.00 $8.4k 7% Dec 2025
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Financial Gravity Wealth 2.00 $158.000000 0% Dec 2025
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Who sold out of Fundamental Invs?

Fund or Company Name Date Sold Shares Held Valued At
Luminist Capital Sep 2025 375.00 $35k