J. Derek Lewis & Associates »

Fundamental Global shares owned by J. Derek Lewis & Associates

Quarter-by-quarter ownership of Fundamental Global (FGNX) shares owned by J. Derek Lewis & Associates from 13F filings

Historical chart of J. Derek Lewis & Associates investment in Fundamental Global

Tip: Access up to 7 years of quarterly data

All positions including Fundamental Global held by J. Derek Lewis & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fundamental Global by J. Derek Lewis & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $325k 118k 2.75

More positions owned by J. Derek Lewis & Associates

Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Growe Shs Etf (CGDG)
Apple (AAPL)
Tesla Motors (TSLA)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Capital Group Conservative E SHS (CGCV)
Microsoft Corporation (MSFT)

View all positions for J. Derek Lewis & Associates

Top funds holding Fundamental Global

Citadel Advisors
Vanguard Group
BlackRock
Geode Capital Management
Cable Car Capital
Everstar Asset Management
State Street Corporation
Wolverine Asset Management
United Capital Management of KS
XTX Topco
J. Derek Lewis & Associates
Northern Trust
OMERS Administration Corporation
GSA Capital Partners
Aristides Capital

View all funds holding Fundamental Global