Amer FND Wash MTL Inv-AAWSHX
13F holders, Q4 2025 (December 31)9holders +2
2new positions
1sold out
$65.24avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding Amer FND Wash MTL Inv-A (AWSHX) in their 13F filings, up 2 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were Arvest Bank Trust Division ($889K), Coston, McIsaac & Partners ($822K) and Ethos Financial Group, LLC ($243K).
- Company
- Amer FND Wash MTL Inv-A
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL A (Q4 2025)
- CUSIP
- 939330106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $360K |
| Exits | 1 | $10K |
All 13F filers, Q3 2025 → Q4 2025: 6,183 shares bought and 5,585 shares sold, net +598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Arvest Bank Trust Division | 0.05% | Reduce -0.2% | 13,633 | $889K |
| Coston, McIsaac & Partners | 0.19% | Add +3.7% | 12,608 | $822K |
| Ethos Financial Group, LLC | 0.02% | Reduce -55.9% | 3,721 | $243K |
| Westside Investment Management, Inc. | 0.03% | Add +4.6% | 3,102 | $204K |
| Chickasaw Capital Management LLC | 0.01% | New | 3,098 | $202K |
| Motiv8 Investments LLC | 0.09% | New | 2,419 | $158K |
| Financially Speaking Inc | 0.07% | Add +5.0% | 1,713 | $112K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -47.5% | 770 | $50K |
| McMillan Office, Inc. | 0.00% | — | 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.