Amer FND Wash Mut Inv-F2WMFFX
13F holders, Q2 2026 (June 30)9holders
2new positions
1sold out
$7.40avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding Amer FND Wash Mut Inv-F2 (WMFFX) in their 13F filings, unchanged from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Keystone Financial Group ($5.5M), Kelleher Financial Advisors ($641K) and NBT Bank, N.A. ($586K).
- Company
- Amer FND Wash Mut Inv-F2
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL F2 (Q2 2026)
- CUSIP
- 939330825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $605K |
| Exits | 1 | $21K |
All 13F filers, Q1 2026 → Q2 2026: 887,470 shares bought and 336 shares sold, net +887,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Keystone Financial Group | 0.33% | Add +0.7% | 81,853 | $5.5M |
| Kelleher Financial Advisors | 0.09% | Add +69.5% | 9,595 | $641K |
| NBT Bank, N.A. | 0.04% | New | 8,771 | $586K |
| Fulton Bank, N.A. | 0.01% | No change | 6,357 | $425K |
| Transce3nd, LLC | 0.75% | Add +4.2% | 1,264 | $85K |
| Oakworth Capital, Inc. | 0.00% | Add +105.2% | 1,153 | $77K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 290 | $19K |
| Spirit of America Management Corp. | 0.00% | Add +11829.2% | 880,616 | $13K |
| Financial Gravity Companies, Inc. | 0.00% | — | 126 | $8K |
"% of holder's portfolio" is WMFFX's weight in each manager's 13F, not the share of Amer FND Wash Mut Inv-F2 the manager owns.