Amer FND Wash Mut Inv-F2WMFFX
13F holders, Q3 2024 (September 30)5holders −2
0new positions
1sold out
$64.24avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Amer FND Wash Mut Inv-F2 (WMFFX) in their 13F filings, down 2 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Spirit of America Management Corp. ($707K), Encompass Wealth Advisors, LLC ($447K) and Tower Bridge Advisors ($290K).
- Company
- Amer FND Wash Mut Inv-F2
- Filed as
- American Funds Washington Mutual F2 (Q3 2024)
- CUSIP
- 939330825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $874K |
All 13F filers, Q2 2024 → Q3 2024: 304 shares bought and 15,204 shares sold, net −14,900 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Spirit of America Management Corp. | 0.14% | Reduce -3.5% | 10,993 | $707K |
| Encompass Wealth Advisors, LLC | 0.11% | Add +0.2% | 6,948 | $447K |
| Tower Bridge Advisors | 0.03% | Add +0.4% | 4,507 | $290K |
| Richardson Financial Services Inc. | 0.02% | Add +100.4% | 541 | $34K |
| Tucker Asset Management LLC | 0.01% | Reduce -47.5% | 369 | $24K |
"% 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.