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 | 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 |