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Amer FND Fndmntl Invst (ANCFX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Westside Investment Management, Inc.
UNCHANGED
Shares16,652 from 16,652
Change0 (0%)
Value$1.7M (-$16.3K)
Filed 2026-11-02
Coston, McIsaac & Partners
INCREASED
Shares14,750 from 14,748
Change+2 (+0%)
Value$1.5M (-$25.0K)
Filed 2026-11-06
RHL Group, LLC
NEW
Shares432
Change+432
Value$43.9K
Filed 2026-11-04
North Star Asset Management Inc
N/A
Shares— from 9,096
Change-9,096 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Status
Westside Investment Management, Inc.
UNCHANGED16,65216,65200%$1.7M$1.7M-$16.3K2026-11-02
Coston, McIsaac & Partners
INCREASED14,75014,748+2+0%$1.5M$1.5M-$25.0K2026-11-06
RHL Group, LLC
NEW432—+432——$43.9K—2026-11-04
North Star Asset Management Inc
N/A—9,096-9,096-100%$941.7K———
Game Plan Financial Advisors, LLC
N/A—93-93-100%$9.7K———
Showing 5 of 5 institutions