Amer FND Wash MTL Inv-AAWSHX
13F holders, Q3 2025 (September 30)7holders +2
2new positions
1sold out
$67.00avg. 13F price*
At the end of Q3 2025, 7 institutions reported holding Amer FND Wash MTL Inv-A (AWSHX) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Arvest Bank Trust Division ($915K), Coston, McIsaac & Partners ($814K) and Ethos Financial Group, LLC ($565K).
- Company
- Amer FND Wash MTL Inv-A
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL A (Q3 2025)
- CUSIP
- 939330106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $765K |
| Exits | 1 | $118K |
All 13F filers, Q2 2025 → Q3 2025: 11,443 shares bought and 2,692 shares sold, net +8,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Arvest Bank Trust Division | 0.05% | Add +0.3% | 13,661 | $915K |
| Coston, McIsaac & Partners | 0.19% | Reduce -1.0% | 12,161 | $814K |
| Ethos Financial Group, LLC | 0.04% | New | 8,436 | $565K |
| Westside Investment Management, Inc. | 0.03% | New | 2,965 | $199K |
| Financially Speaking Inc | 0.07% | Reduce -8.3% | 1,631 | $109K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 1,466 | $98K |
| Luminist Capital LLC | 0.01% | Reduce -79.8% | 146 | $10K |
"% 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.