Amer FND Wash Mut Inv-F3FWMIX
13F holders, Q4 2025 (December 31)6holders +1
1new positions
1sold out
$65.13avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Amer FND Wash Mut Inv-F3 (FWMIX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Kohmann Bosshard Financial Services, LLC ($368K), Kelleher Financial Advisors ($309K) and Ethos Financial Group, LLC ($271K).
- Company
- Amer FND Wash Mut Inv-F3
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL F3 (Q4 2025)
- CUSIP
- 939330775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $368K |
| Exits | 1 | $443K |
All 13F filers, Q3 2025 → Q4 2025: 5,866 shares bought and 9,259 shares sold, net −3,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Kohmann Bosshard Financial Services, LLC | 0.03% | New | 5,648 | $368K |
| Kelleher Financial Advisors | 0.07% | Reduce -35.7% | 4,750 | $309K |
| Ethos Financial Group, LLC | 0.02% | Add +5.1% | 4,166 | $271K |
| Garton & Associates Financial Advisors LLC | 0.06% | — | 1,469 | $96K |
| Coston, McIsaac & Partners | 0.00% | Add +5.0% | 292 | $19K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +7.4% | 29 | $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.