FINFX institutional holders
FUNDAMENTAL INVS CL F2 SHS · 13F, 2026Q2
| Managers holding | 3 |
|---|---|
| Shares held | 27,965 |
| Reported value | $2.9m |
| Quarter flows | 1 new, 1 added, 0 trimmed, 1 exited |
Top 3 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| STALEY CAPITAL ADVISERS INC | 14,587 | $1.5m | 0.1% |
| NBT BANK, N.A. | 13,231 | $1.4m | 0.1% |
| Transce3nd, LLC | 147 | $15,151 | 0.1% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("FINFX"). FINFX price history · All 13F data