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 0% Mar 2026
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Coston, McIsaac & Partners 15k $1.3M 9% Mar 2026
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North Star Asset Management 9.1k $803k 130% Mar 2026
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Coastwise Capital Group 3.9k $342k 0% Mar 2026
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Motiv8 Investments 2.5k $231k 100% Dec 2025
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Game Plan Financial Advisors 92.00 $8.1k 0% Mar 2026
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Financial Gravity Wealth 2.00 $153.000000 0% Mar 2026
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Who sold out of Fundamental Invs?

Fund or Company Name Date Sold Shares Held Valued At
Ferguson Wellman Capital Management Dec 2025 4.6k $427k
Financially Speaking Dec 2025 4.0k $364k
Oakworth Capital Dec 2025 689.00 $63k