ANCFX — AMERICAN FUNDS FUNDAMENTAL INVS A

Ownership history in Coston, McIsaac & Partners  ·  14 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported AMERICAN FUNDS FUNDAMENTAL INVS A (ANCFX) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.31% in 2024 Q2. The latest visible filing shows ANCFX at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ANCFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in AMERICAN FUNDS FUNDAMENTAL INVS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ANCFX was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ANCFX stock page Coston, McIsaac & Partners fund profile Coston, McIsaac & Partners full holdings
How Coston, McIsaac & Partners held ANCFX — position size vs. price
% of Fund (quarterly)    ANCFX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 13,367 +627 +4.9% 0.29% $1.2M 2026-02-14 (Est.) $94.10
2025 Q3 REDUCED 12,740 -131 -1.0% 0.28% $1.2M 2025-11-05 $84.43
2025 Q2 ADDED 12,871 +229 +1.8% 0.29% $1.1M 2025-08-12 $80.12
2025 Q1 ADDED 12,642 +21 +0.2% 0.29% $985K 2025-05-13 $70.43
2024 Q4 ADDED 12,621 +866 +7.4% 0.30% $1.0M 2025-01-23 $71.85
2024 Q3 REDUCED 11,755 -336 -2.8% 0.28% $1.0M 2024-10-22 $63.55
2024 Q2 ADDED 12,091 +81 +0.7% 0.31% $981K 2024-07-31 $59.97
2024 Q1 ADDED 12,010 +20 +0.2% 0.31% $955K 2024-04-17 $55.01
2023 Q4 ADDED 11,990 +466 +4.0% 0.30% $857K 2024-01-23 $51.75
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ANCFX

As of 2025 Q4 — sorted by position size

Westside Investment Management, Inc. 3Y 7Y 0.25% Financially Speaking Inc 0.24% Coastwise Capital Group, LLC 3Y 0.18% Motiv8 Investments LLC 0.13% NORTH STAR ASSET MANAGEMENT INC 3Y 7Y 0.01% FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3Y 7Y 0.01% Oakworth Capital, Inc. 3Y 7Y 0.0% Game Plan Financial Advisors, LLC 3Y 0.0% Financial Gravity Asset Management, Inc. 3Y 7Y 0.0%

FAQ About Coston, McIsaac & Partners and ANCFX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coston, McIsaac & Partners reported owning ANCFX?

Coston, McIsaac & Partners reported ANCFX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ANCFX position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for ANCFX was 0.31% in 2024 Q2.

What is the latest reported ANCFX position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 13,367 shares, equal to 0.29% of portfolio, with an estimated market value of $1.2M.

What does the chart on this ANCFX ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly ANCFX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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