Property type · NAUPA SC16
Unclaimed mutual fund shares
- 12,328
- records of this type
- $226.9M
- total being held
- $7,102
- median record
- $964,057
- largest record
Mutual fund shares or an investment account that became unreachable.
Fund positions are often opened once and never touched. When the statements start bouncing, the fund reports the holding to the state.
What you will need to claim it
Fund statements, the account number, or confirmation from the fund administrator.
Every claim also needs government photo identification and proof of your Social Security number, plus a document linking you to the address the property was reported under. That last item is the one that stops most people.
Who reported the most of it
| Company | Records |
|---|---|
| Invesco Investment Svcs | 1,215 |
| Morgan Stanley | 853 |
| National Financial Services | 617 |
| Charles Schwab | 444 |
| Wells Fargo Clearing Services | 417 |
| Pershing | 410 |
Unclaimed mutual fund shares: common questions
What is unclaimed mutual fund shares?
Mutual fund shares or an investment account that became unreachable. 12,328 such records are in our database, worth $226,909,052 in total, with a median of $7,102.
Why did this end up with the state?
Fund positions are often opened once and never touched. When the statements start bouncing, the fund reports the holding to the state.
What proof will I need?
Fund statements, the account number, or confirmation from the fund administrator. On top of that, every claim needs government photo ID and proof of your Social Security number.
Is unclaimed mutual fund shares still claimable after many years?
Yes. States hold unclaimed property indefinitely as custodian. There is no deadline and no point at which the state takes ownership — records from the 1980s are claimed regularly.
Search your name against every record we hold.
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Search your name — freeOther kinds of unclaimed property
- Checking Accounts56,311
- Cashier's Checks41,888
- Underlying Shares/Outstand Cer41,193
- Proceeds Due Beneficiaries38,834
- Savings Accounts23,346
- Securities21,093
- Individual Policy Benefit/Clm20,326
- Accounts Payable18,684
- Misc Intangible Prop14,266
- Misc Outstanding Checks13,694
- Checking Accounts, Dmnd Depsit13,472
- Savings Accts/Crdt Union Shrs13,150
- Refunds Due12,565
- Shares of Stock (rtrned by Po)12,193
- Proceeds-Policy Endow, Annuity11,684
- Outstanding Official Checks10,891
- Credit Bal - Accts Receivable10,862
- Escrow Accounts10,687
- Other9,961
- Dividends9,759
- Vendor Checks9,291
- Group Policy Benefit/Clm Pmts8,921
- Credit Balances8,792
- Matured CD Or Save Cert8,717
Counted from the California public unclaimed property file, refreshed weekly, covering records of $2,500 and above with no claim activity recorded. Category code SC16 follows the NAUPA standard property type list used by state administrators.
Find My Unclaimed is a private company. We are not a government agency and we are not affiliated with, endorsed by, or acting on behalf of any state treasurer, controller, or unclaimed property office. You always have the right to file your own claim directly with the state for free.