Amer FND Wash MTL Inv-AAWSHX

13F holders, Q2 2026 (June 30)
6holders
1new positions
0sold out
$66.91avg. 13F price*

At the end of Q2 2026, 6 institutions reported holding Amer FND Wash MTL Inv-A (AWSHX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Arvest Bank Trust Division ($954K), Coston, McIsaac & Partners ($869K) and Emprise Bank ($225K).

Company
Amer FND Wash MTL Inv-A
Filed as
AMERICAN FUNDS WASHINGTON MUTUAL A (Q2 2026)
CUSIP
939330106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 4Q1 2024Q2 2024: 7Q2 2024Q3 2024: 7Q3 2024Q4 2024: 5Q4 2024Q1 2025: 2Q1 2025Q2 2025: 5Q2 2025Q3 2025: 7Q3 2025Q4 2025: 9Q4 2025Q1 2026: 6Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$217K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 3,641 shares bought and 3,724 shares sold, net −83 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Arvest Bank Trust Division 0.05% Reduce -20.7% 14,254 $954K
Coston, McIsaac & Partners 0.17% Add +3.1% 12,997 $869K
Emprise Bank 0.08% Reduce -0.3% 3,357 $225K
Chickasaw Capital Management LLC 0.01% New 3,239 $217K
Westside Investment Management, Inc. 0.03% Add +0.5% 3,118 $209K
McMillan Office, Inc. 0.00% No change 200 $13K

"% of holder's portfolio" is AWSHX's weight in each manager's 13F, not the share of Amer FND Wash MTL Inv-A the manager owns.