Amer FND Wash Mut Inv-F3FWMIX
13F holders, Q1 2026 (March 31)5holders −1
1new positions
2sold out
$62.85avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Amer FND Wash Mut Inv-F3 (FWMIX) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were McIlrath & Eck, LLC ($711K), Kelleher Financial Advisors ($300K) and Ethos Financial Group, LLC ($263K).
- Company
- Amer FND Wash Mut Inv-F3
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL F3 (Q1 2026)
- CUSIP
- 939330775
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $711K |
| Exits | 2 | $463K |
All 13F filers, Q4 2025 → Q1 2026: 11,345 shares bought and 7,117 shares sold, net +4,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| McIlrath & Eck, LLC | 0.05% | New | 11,308 | $711K |
| Kelleher Financial Advisors | 0.08% | Add +0.4% | 4,769 | $300K |
| Ethos Financial Group, LLC | 0.02% | Add +0.4% | 4,183 | $263K |
| Coston, McIsaac & Partners | 0.00% | Add +0.3% | 293 | $18K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 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.