Amer FND Wash Mut Inv-F3FWMIX
13F holders, Q2 2026 (June 30)6holders +1
2new positions
0sold out
$66.94avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding Amer FND Wash Mut Inv-F3 (FWMIX) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($665K), Wealthspire Advisors, LLC ($611K) and Vermillion Wealth Management, Inc. ($487K).
- Company
- Amer FND Wash Mut Inv-F3
- Filed as
- AMERICAN FDS WASHINGTON MUTUAL F-3 (Q2 2026)
- CUSIP
- 939330775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.1M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 21,897 shares bought, net +21,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Kelleher Financial Advisors | 0.10% | Add +108.6% | 9,947 | $665K |
| Wealthspire Advisors, LLC | 0.00% | New | 9,142 | $611K |
| Vermillion Wealth Management, Inc. | 0.12% | New | 7,277 | $487K |
| Ethos Financial Group, LLC | 0.02% | Add +6.8% | 4,469 | $302K |
| Coston, McIsaac & Partners | 0.00% | Add +4.4% | 306 | $20K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +3.5% | 30 | $2K |
"% of holder's portfolio" is FWMIX's weight in each manager's 13F, not the share of Amer FND Wash Mut Inv-F3 the manager owns.