FUNFX β€” AMERICAN FUNDS FUNDAMENT

Ownership history in Kohmann Bosshard Financial Services, LLC  Β·  2 quarters on record

AI Ownership Summary

Kohmann Bosshard Financial Services, LLC reported AMERICAN FUNDS FUNDAMENT (FUNFX) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows FUNFX at 0.01% 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.

What this FUNFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kohmann Bosshard Financial Services, LLC's position in AMERICAN FUNDS FUNDAMENT, 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
2026 Q1

FUNFX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q1

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.

How Kohmann Bosshard Financial Services, LLC held FUNFX β€” position size vs. price
% of Fund (quarterly)    FUNFX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,139 β€” 0% 0.01% $101K 2026-04-23 $98.08
2025 Q4 INITIATED 1,139 β€” β€” 0.01% $104K 2026-01-30 $95.15

FAQ About Kohmann Bosshard Financial Services, LLC and FUNFX

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

How long has Kohmann Bosshard Financial Services, LLC reported owning FUNFX?

Kohmann Bosshard Financial Services, LLC reported FUNFX across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported FUNFX position in Kohmann Bosshard Financial Services, LLC's portfolio?

The largest reported portfolio weight for FUNFX was 0.01% in 2025 Q4.

What is the latest reported FUNFX position on this page?

The most recent filing on this page is 2026 Q1, when Kohmann Bosshard Financial Services, LLC reported 1,139 shares, equal to 0.01% of portfolio, with an estimated market value of $101K.

What does the chart on this FUNFX ownership page compare?

The chart compares Kohmann Bosshard Financial Services, LLC's quarterly FUNFX 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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