Amer FND Wash Mut Inv-F3FWMIX
13F holders, Q3 2025 (September 30)5holders
2new positions
2sold out
$66.89avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Amer FND Wash Mut Inv-F3 (FWMIX) in their 13F filings, unchanged from Q2 2025. 2 opened new positions and 2 sold out. The largest holders were Kelleher Financial Advisors ($494K), Vermillion Wealth Management, Inc. ($443K) and Ethos Financial Group, LLC ($265K).
- Company
- Amer FND Wash Mut Inv-F3
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL F3 (Q3 2025)
- CUSIP
- 939330775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $938K |
| Exits | 2 | $1.5M |
All 13F filers, Q2 2025 → Q3 2025: 14,025 shares bought and 23,835 shares sold, net −9,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kelleher Financial Advisors | 0.12% | New | 7,387 | $494K |
| Vermillion Wealth Management, Inc. | 0.12% | New | 6,622 | $443K |
| Ethos Financial Group, LLC | 0.02% | Add +0.4% | 3,964 | $265K |
| Coston, McIsaac & Partners | 0.00% | Add +0.4% | 278 | $18K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 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.