Amer FND Wash MTL Inv-AAWSHX
13F holders, Q2 2025 (June 30)5holders +3
3new positions
0sold out
$63.91avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Amer FND Wash MTL Inv-A (AWSHX) in their 13F filings, up 3 from Q1 2025. 3 opened new positions and 0 sold out. The largest holders were Arvest Bank Trust Division ($870K), Coston, McIsaac & Partners ($785K) and Brooklyn Investment Group ($118K).
- Company
- Amer FND Wash MTL Inv-A
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL A (Q2 2025)
- CUSIP
- 939330106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $278K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 5,463 shares bought, net +5,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Arvest Bank Trust Division | 0.05% | Add +4.7% | 13,619 | $870K |
| Coston, McIsaac & Partners | 0.20% | Add +4.3% | 12,284 | $785K |
| Brooklyn Investment Group | 0.02% | New | 1,845 | $118K |
| Financially Speaking Inc | 0.07% | New | 1,778 | $114K |
| Luminist Capital LLC | 0.05% | New | 723 | $46K |
"% 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.