Amer FND Wash Mut Inv-F3FWMIX
13F holders, Q1 2025 (March 31)6holders +1
2new positions
1sold out
$61.49avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Amer FND Wash Mut Inv-F3 (FWMIX) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were RiverFront Investment Group, LLC ($1.1M), Vermillion Wealth Management, Inc. ($407K) and Kohmann Bosshard Financial Services, LLC ($324K).
- Company
- Amer FND Wash Mut Inv-F3
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL F3 (Q1 2025)
- CUSIP
- 939330775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $731K |
| Exits | 1 | $682K |
All 13F filers, Q4 2024 → Q1 2025: 14,198 shares bought and 11,090 shares sold, net +3,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| RiverFront Investment Group, LLC | 0.02% | Add +15.3% | 17,431 | $1.1M |
| Vermillion Wealth Management, Inc. | 0.12% | New | 6,615 | $407K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | New | 5,276 | $324K |
| Ethos Financial Group, LLC | 0.02% | No change | 3,754 | $231K |
| Coston, McIsaac & Partners | 0.00% | Add +0.4% | 264 | $16K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 26 | $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.