Amer FND Wash Mut Inv-F3FWMIX
13F holders, Q2 2025 (June 30)5holders −1
1new positions
2sold out
$63.82avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Amer FND Wash Mut Inv-F3 (FWMIX) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were RiverFront Investment Group, LLC ($1.1M), Great Lakes Advisors, LLC ($376K) and Ethos Financial Group, LLC ($252K).
- Company
- Amer FND Wash Mut Inv-F3
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL F3 (Q2 2025)
- CUSIP
- 939330775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $376K |
| Exits | 2 | $731K |
All 13F filers, Q1 2025 → Q2 2025: 6,613 shares bought and 11,891 shares sold, net −5,278 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| RiverFront Investment Group, LLC | 0.02% | Add +3.0% | 17,945 | $1.1M |
| Great Lakes Advisors, LLC | 0.00% | New | 5,890 | $376K |
| Ethos Financial Group, LLC | 0.02% | Add +5.2% | 3,949 | $252K |
| Coston, McIsaac & Partners | 0.00% | Add +4.9% | 277 | $17K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +3.9% | 27 | $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.