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Fundamental Invs Inc cl f2 shares owned by Transce3nd

Quarter-by-quarter ownership of Fundamental Invs Inc cl f2 (FINFX) shares owned by Transce3nd from 13F filings

Historical chart of Transce3nd investment in Fundamental Invs Inc cl f2

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All positions including Fundamental Invs Inc cl f2 held by Transce3nd consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundamental Invs Inc cl f2 by Transce3nd

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7k 136 19.50
2025-06-30 $22k 246 88.83
2025-03-31 $20k 272 73.09
2024-12-31 $23k 271 84.51

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Weitz Core Plus Income Fund Inst'l Class M (WCPBX)
Cibus C (CBUS)
Vanguard Federal Money Mkt Fund Investor Class MM (VMFXX)
Fullerthaler Behavioral Small-mid Core Equity Fd Inst'l Class M (FTSIX)
Vanguard Total Stock Market Vipers Etf (VTI)
St Spdr S&p Wld Xus Etf (SPDW)
Regan Capital Total Return Income Fund Institutional Class M (RCIRX)
Aqr Long-short Equity Fund Class I M (QLEIX)
River Canyon Total Return Bond Fund Inst'l Class M (RCTIX)
Oakmark Oakmark Fund Inst'l Class M (OANMX)
Blackrock Systematic Multi Strategy Fund Inst'l Class M (BIMBX)
Eaton Vance Global Macro Abs Ret Adv Fund Class I M (EGRIX)
J P Morgan Exchange-traded Etf (JEPI)

View all positions for Transce3nd

Top funds holding Fundamental Invs Inc cl f2

Staley Capital Advisers
Transce3nd

View all funds holding Fundamental Invs Inc cl f2