AMERICAN FUNDS FUNDAMENTAL INVS A

Ticker: ANCFX CUSIP: 360802102 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (3)

Coastwise Capital Group, LLC
Value ($000) $354 Shares 3,851
Oakworth Capital, Inc.
Value ($000) $63 Shares 689
Motiv8 Investments LLC
Value ($000) $0 Shares 2,508

Increased Positions (5)

Westside Investment Management, Inc.
Value ($000) $1,533 (+1.9%) Shares 16,506 (+3.3%)
Coston, McIsaac & Partners
Value ($000) $1 (+3.2%) Shares 13,367 (+4.9%)
NORTH STAR ASSET MANAGEMENT INC
Value ($000) $362 (+1.6%) Shares 3,940 (+3.3%)
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
Value ($000) $427 (+0.9%) Shares 4,643 (+2.6%)
Game Plan Financial Advisors, LLC
Value ($000) $8 (+4.4%) Shares 92 (+7.0%)

Exited Positions (1)

Luminist Capital LLC
Value ($000) $35 Shares 375